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Adding Notes and Comments

Attach notes directly to specific components for team collaboration.

John Ennis avatar
Written by John Ennis
Updated over 3 months ago
  1. Select the note icon in the navigation bar to Add a Note.

  2. Hover and click anywhere on the P&ID to add a note. It will be tagged where the blue dot appears.

  3. Enter your comment in the popup box and click Save.

  4. Notes appear as small blue markers and can be viewed by all users.

Use notes to:

  • Flag components for review.

  • Provide engineering clarifications.

Note: You can delete notes anytime by selecting the trash icon on a note.

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