Field Definitions: SM Agreement Notes Form

The following is a list of field descriptions for the SM Agreement Notes form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Description

The Description field on the SM Agreement Notes form, Info tab.

This field is display only and shows the description entered for the Agreement in SM Agreements.

Notes

The Notes field on the SM Agreements form, Notes tab.

Use this field to enter miscellaneous notes about the selected agreement. The space allowance is virtually unlimited.

Notes added for an agreement apply to the whole agreement and are visible and editable for all revisions of an agreement.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into this field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.

Spelling Check

You can run a spell check on any text in a form. To run a spelling check on the text in this field, click the Spelling icon on the toolbar or select Tools > Spelling .

Attachments

You can add attachments for an agreement note in this form or via the Agreement Notes tab in SM Agreements. Attachments added for agreement notes are visible and editable from all revisions of the agreement.

To add attachments for an agreement note, place focus in the notes record in this form or in the Agreement Notes tab in SM Agreements, right-click on the Attachments button (), and select Add Attachments. Then add your attachment and save.