User manual

Table Of Contents

To add a note:

1 In the tree view, select the target folder or file.

2 Right-click and choose Add ➤ Note from the menu.

3 In the Add to Project wizard window, enter your note and format it as

desired.

4 Click Next.

Or, you can initiate a threaded discussion by adding a comment, which

becomes the first discussion item for this file. Then click Next.

You can send email to notify team members that this file has been posted.

To copy the subject line and comment from the previous screen into

the email, click Paste comment. To select an email recipient from the

list of project members, click To.

5 Click Finish to add the note and send the email notification.

You can also create a hyperlink within the body of your note to connect

members to specific information on the Internet. To create a hyperlink,

highlight the text within the note that will become the hyperlink, click the

globe icon (located in the upper right corner), and enter the desired destination

URL in the address field.