Notes can be added to records such as Contracts, People, Parties, Tasks and KPI's to keep track of information pertaining to the record, this is especially useful if the original responsible User is not available or has left the organisation. The new responsible User can review the Notes to bring them up to date.
The Notes section is always accessed via the tabs at the bottom of the screen, to create a new Note, just open up the required record, click on the Notes tab and then press [New].
Fig 1 - Accessing Notes
A Note form will be displayed, complete the information including Notify People and attach any reference documentation if required and then save.
TIP: As with all the intelligentcontract screens the fields displayed within a Note form can be adjusted to your organisations requirements, please refer to this article on Changing Form Layouts for more details
Once saved, the Note and its contents are emailed to the Notify people, the email Note contains the text in the Note field and any files that have be uploaded as an attachment. The recipient of the email can then reply (with an option to attach new documents) and the reply will automatically create a new Note linked to this original message.
The Notify People are internal Users within your organisation who have an account with intelligentcontract, or, depending on your subscription level, you can have the added feature to send these notes out to external Non Users of intelligentcontract. Multiple People can be added as a Notify and multiple Documents can be attached.
Fig 2 - Notes
TIP: People added as a Notify must have Communication Enabled? feature switched on to receive the Note email, please refer to this article on the People Form on how to achieve this
TIP: If you are the person adding a note to a contract you will not receive the note (even if you are on the list to be notified). This is because as the person who added the note, you don't need to be notified.