We've updated the notes tab to make your notes easier to organise and work with. You can now organise notes into folders with access you control, find notes faster with search and filters, and open several notes at once as tabs.
Watch the short walkthrough below, or keep reading for the details.
Folders, as tabs
If folders are turned on in your workspace, they now appear as tabs above the notes list. Each tab shows how many notes it holds. A lock icon means the folder is restricted.
Create a folder (Superusers)
Select the + at the end of the folder tabs.
Enter a Folder name.
Under Who this folder is for, choose who can see it:
All with access to client file: anyone who can open this client
All based on role: select one or more roles
Specific practitioners: select practitioners in your workspace
Select Create folder.
Anyone who can see a folder can read the notes in it and file new notes there.
Edit or delete a folder (Superusers)
Select the three dots on a folder tab to see who can access it, and to Edit folder or Delete it. You can change a folder's name and access at any time.
If a folder still has notes in it, you'll be asked where to move them before it's deleted, so no notes are lost. Choose a destination folder, check who will be able to see the notes after the move, then select Move notes and delete.
Search, sort and filter
Finding a note is quicker too:
Search: select the magnifying glass to search the list.
Sort: sort by created date or last edit date.
Filter: show All, Mine, Draft, Incomplete, Complete, Signed or Alert notes. Each filter shows how many notes match.
Want more room to write? Select « to collapse the notes list to a slim rail, and » to bring it back.
Notes open as tabs
Notes now open as tabs across the top of the notes area, so you can keep several open and switch between them in one click.
Open a note from the list, or select + to start a new one.
You can start a new note while others are open. Choose a folder and template, start writing, check another note, then come back. Your draft is right where you left it.
Autosave works as before. Select Save Draft at any time, or Save & Close when you're finished.
Closing a tab with unsaved changes
If you close a tab that has unsaved changes, you'll be asked to save or discard them first, so nothing is lost by accident. Select Save to keep your changes, or Discard to close the note without them.
Good to know
Creating, editing and deleting folders is available to Superusers.
Folders only appear if they're turned on in your workspace.
Filters show one status at a time.
Any questions? Our support team is always happy to help.