Adding, editing or deleting Research Folder notes

Notes is a handy feature in IntelliConnect that allows you to add comments or notes to selected documents within a Research Folder. You can also add notes to an entire Research Folder, if desired.

To add a note to a Research Folder or a document within a Research Folder:

Any Research Folders you created previously are displayed in the left pane, and the contents of the currently selected Research Folder are shown in the right pane.

Note: The number of documents contained in each Research Folder is displayed in brackets to the right of the folder name.

The Notes dialogue box is displayed.

The note is added, and the Note icon now displays to indicate that a note is attached to the folder.

To edit a note:

The Notes dialogue box is displayed.

The note is updated based on your changes.

To delete a note:

The Notes dialogue box is displayed.

The note is deleted, and the Note icon no longer displays. This indicates no note is associated with the Research Folder.

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