Adding Notes and Sharing with Colleagues

Allow users to add notes or comments to sections of a report

Your site allows users to add notes or comments to sections of a report. When adding a note, you can share with colleagues within the same account.

🔔 Please note: Sharing notes is only possible with Interactive Word reports.

Add a Note

1. When reading a chapter within a report, you can add a note. Hover over the chapter and click the ellipsis in the right corner. It will expand the menu. Click the 3rd icon to Add a note.

Adding notes and sharing with -1

2. On the right-hand side of the page, the Notes section will appear. Type in your message and click Add Note.

Adding notes and sharing with -2

3. If you wish to share the notes with the users within your account, tick the box before adding the note.

4. You can view or delete your notes by heading to My Profile > My Notes.