Creating Note Groups

Note Groups allow for the color-coding of notes in a Job, enabling users to focus on relevant notes.

NOTE: Note Groups do not affect the visibility of notes to users who have read permissions for notes.

Create new Note Group

Click the + (plus) button in the Note Groups dialog to add a new Note Group.

Edit details

1. Give the new Note Group a name.
2. Select a color for the Note Group. Notes assigned to this group will have a marker of this color next to them. In Low Res. PDFs this color is used for the markers of the respective notes.
3. Click Save.

The new Note Group has been created.

Edit or delete a Note Group

Access the Edit and Delete options via the groups's option menu.

NOTE: No confirmation is required when deleting a note group.