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pVault® Help

Navigation: Administration > Quick Notes

Adding a Quick Note

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1.From the ribbon toolbar, click Administration.

2.Click Quick Notes, Administration Tab - Quick Notes - 48x48 - Light Version.
 
The Quick Notes Administration window similar to the following displays:
 
QuickNotesScreen

 

3.Click Add.
 
The Add Quick Note window displays:
 
QuickNotesAdd
 

4.In the Application field, use the dropdown list to select one of the following:

General (default) - available throughout the system

APFlow™ - available in the APFlow™ module

CD Plus - available in the CD Plus module

Document Routing - available in the Doc Route module

 

5.In the Name field, type a name for the quick note.
This name will display in a selection list for the users.
 

6.Click Active.

7.In the Note Text box, type the actual note text.
Note: To enter a carriage return in the body of the note text, hold down the Ctrl key before pressing the Enter key.

 

8.Click Save to save the new quick note.

 

 

Version 2024.01.36 1/30/2025
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