Document Notes
INCLUDED IN This feature is included in our Business and Enterprise plan.
In this article, you’ll learn how to use notes to keep you and your colleagues aligned on every detail of your documents.
With notes, you can add internal messages to any document to keep track of details, obligations, and related information throughout the document’s lifecycle.
It’s a great way to keep important context tied directly to the document — instead of scattered across chats or emails.
INFORMATION
- You can create or update notes at any stage of the document, even after it’s been signed.
- Permissions decide who can add or edit notes on a document.
- Notes are internal only and will never be visible to external parties.
How to add a note
- Go to the Document list > Click the action menu > Select Add note
- Enter a title and your note text > Click Add note.
VISIBILITY Notes are only visible to colleagues in your account who have access to the document.
How to edit or remove a note
You can edit or delete a note at any time — as long as you have the required permissions.
- Go to the Document list > Click the action menu > Select Edit or Delete
