Creating a Note from the Viewer Toolbar - Hyland Clinician Window - 23.2 - 23.2 - Other - external

Hyland Clinician Window

Platform
Other
Product
Hyland Clinician Window
Release
23.2
License

Notes can be created from the viewer toolbar on a selected document open in the content viewer.

Note: Users must have the Create privilege assigned to create notes on a document. For more information, see your system administrator.

To create a note from the viewer toolbar:

  1. Open a document in the content viewer that requires a note.
  2. Click or tap Annotations from the viewer toolbar.
    Note:

    If the Annotations button is hidden, click or tap the More button in the viewer toolbar to display it.

  3. Select Add Note.
  4. Click and drag the cursor on the document to size and position the note.
    The Notes pane is displayed.
  5. Select the Note Type from the Note Type drop-down list.
  6. Enter the text for the note in the field below the Note Type drop-down list.
  7. Click Save.
    The note is added to the document and the Notes List.
    Note:

    If you have privileges to create a note but lack privileges to modify it, you can modify the text and position of the note immediately after you create it, but not after you navigate away from the document.