Editing or Deleting a Note

If you are a document owner, an assessment owner, a proxy author to a document or assessment owner, or an administrator, you can edit or delete an existing note to writers, reviewers, approvers, or assignees in a document or assessment.

If you are a campaign owner, a proxy author to a campaign owner, or an administrator, you can edit or delete an existing note to a campaign's assignees.

Edit or Delete a Note

  1. Find and open the document or assessment containing the note you need to change.
  2. Click the Properties Wizard tab, and then click the step (Writers, Reviewers, Approvers, or Assignees) containing the note.
  3. Click Advanced Settings, and then in the Notes pane, select the note you want to change.
  4. In the Edit Note menu, do either of the following:
    • Make edits (change recipients, edit the note subject and body), and then click Save and Close.
    • Click Delete, and then click Yes to confirm.

      Note: Changing a note for a workflow step that has already been completed (for example, changing a note for approvers when the content item is already in Pending or Published status) will not resend notification emails.

  5. Click Save.