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Working with Notes

  • Updated

Overview

This article explains how to view, create, and manage notes within the REG Network.

You’ll learn how to:

  • Access notes from different areas of the platform

  • Create and manage notes

  • Filter and sort notes

  • View note details and related connections

Accessing Notes

You can access notes in two ways:

  1. From the Main Menu, select My work > All notes to view all notes across your network.

  2. Navigate to My Network > Active connections, select a connection, then Tools choose Notes to view notes associated with that connection.

You will be taken to the relevant Notes page.

Working with Notes

From the Notes page, you can:

  • Add a new note (available from the Connection details Notes page only)

  • Filter notes to refine results

  • Sort notes

  • View note details

  • Navigate to the associated connection (from All notes only)

Adding a New Note

To create a new note:

  1. Click + NEW NOTE   in the action bar.

  2. You will be taken to the New note page.

Complete the following fields:

  • Title (mandatory)

  • Tags (optional)

  • Comment (mandatory)

  • File upload (optional)

Click Save. A confirmation message will display:
“Note created with success.”

You will then be redirected to the Note detail page.

Viewing & Editing Note Details

On the Note detail page, you can view and manage:

  • Member name – the company the note is associated with

  • Note ID – a unique system-generated reference

  • Title – which can be amended

  • Tags – add or remove using + ADD NEW TAG and SAVE 

  • Existing comments and attached documents

Use COMMENT / ADD DOCS  to add additional mandatory comments and optional documents.

When a document is attached and saved, it appears in the Attached documents section. The document type button  can be used to apply document types. For more information, see the Document types tutorial.

Filtering Notes

Notes can be filtered in two ways:

  • Enter keywords into the search field

  • Click the Filter icon Filter.png to open the filter slider on the right-hand side of the page

The slider displays available filters. For more detail, see Filtering explained.

Sorting Notes

Notes can be sorted using the Sort icon Dropdown arrow.png next to the column headers.

The Notes table includes the following sortable columns:

  • Title

  • ID

  • Member name

  • Created on

  • Created by

  • Updated on

  • Updated by

  • Tags

  • Connection tags

  • Has documents

For more information, see Sorting explained.

Navigating to Related Connections

From My work > All notes, if the Member name column is populated, selecting it will redirect you to the Connection details summary page.
Selecting Notes from the connection menu displays all notes associated with that connection.

Need More Help?

If you’re unable to view or manage notes, visit the Knowledge Hub for related articles or contact Support for further assistance.