There are 2 ways to add notes to applications, each with specific uses:


1 - The Application Notes feature

  • Meant for admins only.
  • These notes will not show in Excel or PDF reports.

2 - Using hidden fields and editing the application to fill in those fields

  • Admins will always see, but they can also be shown to reviewers, if needed.
  • These notes will show in Excel and PDF reports.

Each method is described below. Choose the one that best fits your needs, or combine methods for different types of notes!

1. Notes Feature

  • Open an application and click the Notes button from the menu on the right.
  • Click Add Note to get started.

Individual application view. Notes button on right.

To fill in the content of the note: 

  • Type text into the box (optional)
  • Add a file from your computer (optional) 
    • Click the Browse Files button to open your file menu and select the file. 
    • Once uploaded, the file can be downloaded directly from the system at a later time.
  • Select if the note should be visible to you only, or also co-administrators.
    • Note: Super or Global admins will have access to the note regardless. This setting only applies to the visibility of other co-administrators who are not Super or Global admins on the specific opportunity.
  • Click Save Note.


Administrator view of note creation page

  • The completed note will be visible at any time by clicking the Notes button again. 
  • If multiple notes are added, the number of notes will show directly on the button.

Administrator view of completed note

Note: You can also add notes (including file uploads) to multiple applications at a time using the Batch Actions menu in the Data Grid. For full instructions, view this article.

2. Using hidden fields

  • On the Requirements page (i.e., application form), add one or more fields where administrators will track notes.
  • For each question, click Settings > Check the "Hide from applicants" box.


Tips: 
- Add these fields as the first ones in the application, which will make filling them out easier later (see below).
- Not sure what types of notes you may need to add? Add an optional text area, rich text field, and/or file upload to capture a variety. And you can always go back to add additional fields later.


Admin view of field created for notes

Admin view of Hide from applicants box checked

To fill in the note:

  • From the Data Grid, click the title of the application and then the Edit button the right.
  • Fill out any data for the note and then click Save Edits on the right.

Admin view of adding note

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.