What is the Notes tool?

The Notes tool provides operators with the ability to document and save contextual information for other members of your editorial team in different sections of Presentation Manager. Notes are for internal purposes only, for example, context around the purpose of a link/page/menu, or a particular List may need re-reviewing before it’s ready to be published.

The Notes panel displays the last modified date and operator information each time notes are saved.

Where is the Notes tool found?

Find the Notes tool in the Links, Pages, and Menus sections of Presentation Manager.

Adding notes

To add a note:

• From the link/page/menu sections, select the page you want to add a note to.
• The Note icon is found on the top right-hand side of the page:

• Select the icon to open the Notes panel, which slides out from the right-hand side of the page:

• Type your note, then select Save Notes:

• The notes are saved. Select the x to close the panel.

Add a new note or edit existing notes at any time by opening the Notes panel and re-saving content. Saved notes show the name of the person who added/edited them and a timestamp. If the link/page/menu is deleted, any associated notes are also deleted.