How do I add notes to a form?

Practical Guidance allows you to add notes to forms you have saved to a Folder within the application. To create a note, follow the steps below.

Tip: For more information on saving documents to a Practical Guidance Folder, see the topics How do I save my research and How do I save a document from my results to a folder.
  1. From the More drop-down at the top of any Practical Guidance page, select Folders. A new page appears, displaying a list view of the Folders you have created.
  2. Open the Folder with the form to which you want to add notes. A new page appears, displaying a list of the items saved in the Folder.
  3. Open the form to which you want to add notes.
  4. At the top of the form, click Add Note. The Add Notes pop-up window appears.
  5. Type the text of the note.
    Tip: Notes can be a maximum of 4,000 characters.
  6. Select the Save button. Practical Guidance Attempts to save your note, associating it with the form you are viewing. The Add Notes pop-up closes, and a message appears at the top of the page indicating the success or failure of the action.

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