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Connect content for tracking and follow-ups

You can add a note directly to a file within the Personal or Organization workspace. This captures context-based information and automatically adds it to My Notes in My Space.

Add a note from a file​

  1. Go to your Personal or Organization workspace.
  2. Locate a table row with a file.
  3. Click the **More options*8 icon (three dots).
  4. Select Add note. A pop-up displays.
  5. Enter a title and description.
  6. Add at tag. (required)
  7. Click Create.

Add a Note to a File - Create Note

Where your note appears​

Once saved, the note appears on the Quick Notes > My Notes page. Click the note card to open a side panel and review details or make changes.

Add a Note to a File - My Notes

Edit or manage your note​

From My Space, you can:

  • Update content
  • Attach additional files
  • Share with other users
  • Delete when no longer needed

Updates appear for all users with appropriate permissions.