Objective

A margin note needs to be affixed to a document or folder.

Choose from three types of margin notes:

• General margin note (yellow): Can be created and edited by all users.
• Personal margin note (green): Only the creator can read and edit this type of margin note.
• Permanent margin note (red): This margin note cannot be removed from the document.

In this example, we will describe how to proceed based on a personal margin note. Create different types of margin notes using the same principle.

Information: Margin notes appear on the split bar. They refer to all pages of a document.

For further information on these notes, refer to the Functions chapter, Creating margin notes.

Requirements

You need a document to apply the margin note to.

Step:

1. Switch to the Repository work area.

2. Open the folder with the document that you want to affix the margin note to.

3. Click the document.

The document is shown in the viewer pane.

4. Click the Document tab of the ribbon.

5. Click the Personal margin note button.

The Personal margin note dialog box appears.

6. Enter the text for your margin note and click OK.

Result

The new margin note appears as an icon on the split bar. The content of the margin note is displayed if you run the mouse over the margin note icon.

Edit margin note

1. Click the margin note icon on the split bar.

The Personal margin note dialog box appears.

2. Change the contents of the margin note.

3. Confirm the changes with OK.

The dialog box closes. The changes are applied.

Delete margin note

1. Right-click the margin note to open the context menu.

The Delete button appears.

2. Click Delete.

ELO deletes the margin note.