Notes and Attachments Tab

pencil-small      Size and File Type Restrictions for Attachments: The maximum size of attachments is 5 megabytes by default, but your institution may change that limit. The system imposes no restrictions on types of files that may be attached.

The Notes and Attachments tab displays user notes, attachments, or system-generated information about the document. The number of notes and/or attachments is indicated on the tab.

Notes and Attachments tab field definitions

Title

Description

Attached File

Optional. Select the file to attach by clicking Browse and using the standard Choose File dialog box. Click Cancel to clear the file name you have selected.

Author

Display-only. The full name of the user who has added the notes or attachments.

Note Text

Required. Enter comments.

Notification Recipient

Enter a user id or use the lookup to select a person to receive a READ NOTES request in their action list. Select the Send button to send the notification.

pencil-small   Notification can only be sent once the Note is added to the document and the document is saved.

Posted Timestamp

Display-only. The time and date when the attachment or note was posted.

More:

Ad Hoc Recipients Tab