Adding notes to documents and requiring users to view them | VDRPro

  • Updated

Product: VDRPro
Applies to: All managers and publishers
 

You can add an informational note about a document and require users to view the note when they open the document. 

I want to

  • Adding a note to a document, and optionally require users to view it.

Steps

  1. Click the Documents tab.
  2. Select the document to which you want to add a note.
  3. Click the three dots menu and select Properties.
  4. In the Additional Information section, in the Note field, enter the note.
  5. (Optional.) To require users to view the note, mark Display note before opening the document. The note will automatically be displayed when the document is opened.
  6. Click Save Changes.

Additional information

  • Uploading documents

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