Working with Notes

Only users who have added the notes can view them.
This section describes how to perform notes, such as adding or deleting notes.

Adding Notes

Add notes.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, select a folder and click "Add Notes".

    Images of the actions link of adding memo

  4. On the "Add Notes" screen, enter a title.

    This is a required field.
    Image of entering a subject

  5. In the "Position" field, select the folder where you want to place the notes.

    Image of selecting folder to place memo

  6. In the Notes field, enter the contents of the notes.

    You can use Rich Text Formatting. For details, refer to Working with Rich Text Formatting.
    Image of entering memo

  7. Confirm your settings and click Add.

Changing Notes

Change the notes.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, select a folder and click the title of the note you want to change.

  4. On the "Notes Details" screen, click Edit.

    Image of entering memo

  5. On the "Edit Notes" screen, you can change the settings as necessary.

  6. Confirm your settings and click Save.

Moving Notes

Move the notes to another folder.

Moving Notes One by One

Move notes one at a time to another folder.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Notes" screen, select a folder and click the title of the note you want to move.

  4. On the "Notes Details" screen, select the destination folder from the dropdown list in the "Move to" field, and click "Move".

    Image of setting destination to move memo

Moving Multiple Notes Together

Move multiple notes to another folder.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Notes" screen, select a folder.

  4. Select the checkbox for the notes you want to move, select the destination folder from the dropdown list, and click Move.

    Image of setting destination to move multiple notes

Deleting Notes

Delete the notes.
Files attached to Notes are deleted with notes.

Deleting Notes One by One

Delete Notes one at a time.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Notes" screen, select a folder and click the title of the note you want to delete.

  4. On the "Notes Details" screen, click Delete.

    Image of the link to remove

  5. Click Yes on the "Delete notes" screen.

Deleting Multiple Notes Together

Delete multiple notes.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Notes" screen, select a folder.

  4. Select the checkboxes of the notes you want to delete, and then click Delete.

    Image of selecting memos to delete

  5. Click Yes on the "Delete all Notes" screen.

Deleting All Notes in a Folder

Delete all notes in the folder.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, click "Delete all notes in folder".

    Image of deleting all notes in the folder

  4. Click Yes on the "delete all notes in all Folders" screen.