1. Open the required document in the document viewer. Click here to learn how to open a document.

  2. Click the Select Text button in the document toolbar.

  3. Click and drag over the selection of text you wish to leave a note against.

  4. Releasing the mouse will display a prompt. Click on Create Note, this will open a dialog box.

    • If Create Note is not visible select the 3 dots and select it from the drop-down.

  5. Add Note details.

    1. Share with – This controls who can see your note. The default setting allows for All project users to see your note or you can change it to one or more of the users or groups in the drop-down.

    2. Note – Type your note into the rich text formatting supported text box.

    3. Other options – Complete the other options as required.

  6. Click Save to complete the process.