Writing notes on a file and tracking the note stream

A user with Note permission writes notes to the file from the Notes tab in the detail panel; they monitor all notes on visible files in the Feed screen on the sidebar. Details: team collaboration.

  • User
  • Note permission in the area

How to write notes on a file and follow the note stream?

A user with note permission writes a note to the file from the Notes tab of the detail panel; they monitor all notes on visible files in the Feed screen in the sidebar. Who can do this: User; Note permission in the Area. The note appears on the file and in the Feed; clicking 'Go to File' in the Feed opens the file containing the note. You can edit or delete your own note later.

Steps

  1. Click the file and open the Notes tab.

  2. Write the note in the Write a note about this file… box and press Enter 1.

  3. Click Stream in the sidebar for all notes.

Notes tab: notes written to the file
  1. 1Write the note and press Enter
With demo data.
Stream screen: latest notes on files you can see
  1. 2Opens the file where the note was written
With demo data.
"Result The note appears in the file and in Flow; clicking Go to file in Flow opens the note’s file 2.
"Tip You can edit or delete your own note later.

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