To write a new Note, hover over the item or document you would like to make a Note for, and click under the Notes column. The Notes pop-up will then appear.

Write a new Note in the text box and apply the desired formatting. Once you have finished, click Send.

You can access notes by clicking on the Notes column. Unread notes have a blue chat bubble. You can also use Filter Unread to filters items containing unread notes.

After being submitted, your notes can be edited and/or deleted. Keep in mind that all edited and deleted notes will be clearly marked in the note history.

Users under Admin or Guest teams are able to see and add Notes as long as they have access to the folder or document.

To mention a specific user or team in your Notes, click the @ button at the bottom of the text box and the list of people and teams and users with access to the file or folder will then appear. Click the team or person you want to tag and continue on writing your note.

Users mentioned in the Notes will receive an email notifying them that they were mentioned in a Note.

To export all the Notes from your data room, click the 3-dot at the upper right corner of your data room and click Export All Notes.

The exported file will include the Document Name, Type, Note Creator, Note, Status, Mentions and link to the said file.

You can create your notes with your desired formatting. Notes can contain links, bulleted or numbered lists, and Bold and Italic text.

To turn off Notes for a Team, go to the Teams dashboard. Click Manage Columns found on the right side of the Team's card. Toggle the switch next to Notes, and click Save.

You can also Turn Off Notes for yourself. Click Columns found in the upper right corner of your Data room dashboard. Toggle the switch next to Notes, and click Save.

If you do not see the Notes column in your data room, contact your room host to ask if they can turn on comments for your Team (Admin and Guest only) or if they can change your permissions.