How to Add Notes

How to Add Notes

Time: 30 seconds Result: Internal note added to document


Steps

Step 1: Open Document

  1. In the sidebar, click Documents → List
  2. Click on the document to open it

Step 2: Find Notes Section

  1. Scroll to the Notes section
  2. You'll see existing notes (if any)

Step 3: Add Your Note

  1. Type your note in the text box
  2. Click Add Note

Result

✅ Note is added to the document for internal reference.


Notes vs Comments

Feature Notes Comments
Purpose Internal reminders Team discussion
Visibility May be private Visible to all
Use case Personal reminders, to-dos Collaboration

Tips

  • Use notes for personal reminders
  • Notes are great for tracking to-dos
  • Keep important context in notes