Creating notes with Infor Smart Office

Using the Infor Smart Office Notes feature, you can add information that is specific to your site to MForms.

You might create a note, for example, to remind yourself of some special instructions that you must keep in mind when working with an item. If you create shared notes, you can create reminders for all users of the form.

For MForms, you can attach notes to items or to fields within an item. Depending on how your system has been configured, you can perform these actions:

  • Attach documents, images, and other information to a note
  • Create a textual note only
Note: The ability to create notes must be configured by your system administrator. Some restrictions may have been applied by your system administrator. Contact your administrator if you have questions.