Contract Supplementary - Notes

Understand how to use the Notes tab within a Contract

The Notes tab provides a central location for storing Notes that relate to a contract. 

You can select Add Note, type the note and apply a visibility restriction if required. 

By selecting to restrict visibility, the note will only be visible to users in your company. If visibility is not restricted, any user with access to the Contract will see the note. 

The note and the restriction applicable is then recorded in the Notes grid, alongside the User who created the note, as well as the date and time of upload. 

The creator of the note can choose to delete by selecting the bin icon positioned next to the note in the grid. 

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