2 years ago
Adding SubNotes
Adding a subnote to a note just got easier!
At the top of the note is a subnote icon. Clicking the icon brings up a menu where the user can see all SubNotes categorized by Template Type. The list defaults to show All, but can be filtered using the Template Type dropdown.
Click Add next to the applicable subnote then click in the place on the template where the subnote should drop. Next, the subnote will open in a pop up where the user can begin typing in the information as the system works in the background to add the field to the note. Once data entry is complete, click Save and Close which closes the pop-up and show the entered data in the note template.