Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
- Double-click the yellow sticky note in the Document View window to open the Review Notes dialog and view the contents of the note in the Dialog pane.
- To view the subject of the note, position your mouse pointer over the sticky note in the Document View window. You can also highlight the note in the Notes View window and double-click to open the Review Notes dialog, or you can right-click on the note in the Notes View window to open the context menu, and then choose Edit Note.
- Left-click the sticky note in the Document View window.
- While holding the mouse button down, drag the sticky note to the new location on the document.
- Right-click the note and choose Remove Sticky Note, and then click Yes when prompted.
- If you find that you still need the information contained in the note, choose Edit > Edit Review Note. The subject of the note you removed will still appear, and you can click it and read the note in the Dialog pane of the Review Notes dialog.
When the document you are working on has a note attached, the subject and text of the note will appear in the Notes View window. Click the plus or minus signs next to the subject to expand or collapse the view.
Right-click on the Note in the Notes view window or in the Document View window to open the context menu, and choose Edit Note, or choose Edit > Edit Review Note and select the note that you wish to edit.
Related topics
Review Notes [Edit menu]
Adding sticky notes
Adding review notes
Clearing and unclearing notes