Note types allow you to organize the related notes into categories to manage them effectively.

By default, there are 3 predefined note types available to use:

In addition, you can create your own custom note types.

To create a new note type:

  1. Click the Administration tab>System Setup*.*
  2. Click the Note type on the ribbon bar.
  3. Define the properties for the new note type.
  4. Save your changes.

Property Description
Name The name for the note type.
Icon Let you apply the distinctive icon using the DocuNote icon library.
Public access Let you apply the Public Access status to the note type.

Please note The license "Public access" should be activated to use this feature. For details, see ‣. | | Default subject | The subject that will be applied to the note of the given type, if the field Subject is left empty during Create note wizard. | | Modifications | The time interval until which the note of the given type can be modified. |