Notes
In Docwize, users can add notes while viewing a document. Notes can be shared or private. A shared note is visible to other users who have access to the document, while a private note is visible only to the user who made the note.
What you can do in Notes
- Open the Notes tab from the preview sidebar
- Choose whether to create a private or shared note
- Write a formatted note in the Docwize Notepad and save it against the document
- Edit or delete a note
Notes Features
| Field | Description |
|---|---|
 | Navigates to the Notes tab of the preview sidebar, listing existing notes on the document. |
 | The Note actions button. Click to reveal the private/shared choice below. |
 | Add private note — the note will be visible only to the user who made it. |
 | Add shared note — the note will be visible to other users who have access to the document. |
The Note actions button, expanded to show Add shared note and Add private note
Selecting either option opens the Docwize Notepad — a separate window with a rich text editor (bold, italic, underline, strikethrough, subscript/superscript, links, alignment, indenting).
| Field | Description |
|---|---|
| Note body | The formatted text of the note. |
| Private | Checked by default when opened via Add private note; unchecked when opened via Add shared note. |
| Add to current page | When checked, scopes the note to the page of the document currently open in preview, rather than the whole document. |
| Save (bottom-right icon) | Saves the note. It appears as a card in the Notes tab, showing the author and date. |
How to add a note
| Step | Description |
|---|---|
| 1 | Navigate to the Notes tab of the preview sidebar. |
| 2 | Click the Note actions button, then select Add shared note or Add private note. |
| 3 | Type the note in the Docwize Notepad window that opens. |
| 4 | Click Save. |
Each saved note appears as a card in the Notes tab, showing who added it and when. The ⋮ menu on a note card offers:
| Option | Description |
|---|---|
| Edit | Reopens the note in the Docwize Notepad for editing. |
| Assign to Current Page | |
| Delete Note | Removes the note. |
Here is an example of how to create a private note:
Example: Creating a private note