Using the notebook

  1. Open an entity.
  2. Select Notebook. A list of notebook chapters is displayed with a text area.
  3. Select a notebook chapter.

    When a default notebook is set for an entity, the notebook is automatically selected at first. If there is no default notebook defined, the system automatically selects a notebook that has a content.

    See Infor M3 Customer LifeCycle Management User and Administration Library (Cloud) and select Administrator > M3 CLM Administration > M3 CLM Configuration > Setting default notebooks.

  4. Specify details about the entity in the Notebook area.
  5. Click Save.