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Summary Notes vs Notes

Understand the two places to add notes in a spec and how they appear on reports.

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Written by Ian Cody

Summary Notes

  • Location: Main spec window, Summary Notes field

  • Up to 1,000 characters

  • Appears higher on the Full Page Spec

  • Best for key information you want prominently displayed

Notes Tab

  • Location: Notes tab within the spec

  • Unlimited length

  • Click New to add note entries

  • Appears after instructions on Full Page Spec (default position)

  • Can be configured to display higher on the page

When to Use Each

  • Brief, important info: Use Summary Notes

  • Detailed specifications: Use Notes Tab

  • Installation notes: Use Notes Tab

  • Key callouts for client: Use Summary Notes

Tips

  • Use Summary Notes for the most critical information (it appears first)

  • If you exceed 1,000 characters in Summary Notes, add overflow to the Notes tab

  • A setting exists to move Notes tab content higher on the page

Related Features

  • Create Spec from Scratch

  • Adding Instructions to a Spec

  • Create a Report for Individual Specs

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