Creating a User-Defined Notes Class - trillium_discovery - trillium_quality - 17.1

You can create custom class and subclasses for Notes in the Repository Manager.

To create a user-defined notes class

1. In the Navigation View, right-click User-Defined Note Class and select Add User Defined Notes Class. Alternately, on the Home tab, click Notes Class. The Add Notes Class window opens.

    

2. In the Name field, enter a descriptive name like Insurance policy.

3. In the Description field, enter a brief description about the note class.

4. Click OK to save your changes. The new note class is listed on the details pane.