Notes

View is enough to add a note. You do not need to be an admin, an owner, or the person who added the contract.

Steps

1. Open the contract and choose Notes.
2. Choose New note. The dialog title is New note.
3. Write the note. Create note stays unavailable until the note has text. Cmd+Enter or Ctrl+Enter adds it as well.
4. The list shows who wrote it, when, and a short plain-text preview. Choose the row. The dialog title is Note.
5. To change your own note, choose Edit. The title becomes Edit note. Save keeps the change.
6. To remove your own note, choose Delete. Delete this note? says “This can’t be undone.”

Formatting

You can use a heading, bold, italic, underline, strikethrough, code, a bullet list, a numbered list, a quote, and a link. A link has to be http, https, or mailto. Otherwise the editor says “Use an http, https, or mailto link.”

The page renders the note as formatted text. It does not store or insert raw HTML. The plain text is 1 to 10,000 characters.

What you see

Notes are newest first. A note you wrote shows Edit and Delete. Someone else’s note does not, including when you are an admin. A note that has been saved again shows “· edited”. With no notes, the tab says “No notes yet.” Adding one shows “Note added.”

A note is searchable as soon as it is saved. A match in the grid shows Note · and then the matching words. The activity line is “{actor} added a note”, “{actor} edited a note”, or “{actor} deleted a note”. The line does not keep the note text. Audit Centre labels those rows Note added, Note edited, and Note deleted.

Adding a note on an archived contract does not restore the contract.