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Add notes to a form

You can add item notes to any form, regardless of its status. Notes can be helpful if you want to comment on a form but don't want to enter the details into the form itself.

An item note includes a time stamp and the name of the person who added it.

  1. Select Clipboard with green plus icon. or Clipboard with red x icon. under the Notes column
  2. Type your note into the Add Note field
  3. Select Save

The Clipboard with green plus icon. icon updates to Clipboard with red x icon. so that you know which forms have notes