User Permissions Required (contact your BestNotes System Administrator for user permissions):
Activate or manage Group Note Templates:
- Create a Group Note in the Template Builder (for more information on Step 1, Click HERE)
- Click the Group Notes Button (lower left Dashboard button)
- Click the Admin Tab
- To manage Group Notes, select either New Group to activate a New Group Note Template or on a notepad icon to edit an existing Group Note
- If it is a New Group, select the new Group Note Template in the Template dropdown menu
- Check a Group to restrict access
- Save
To in/activate a Group Note re-open its Settings and un/check Active.