User Permissions Required (contact your BestNotes System Administrator for user permissions):



Activate or manage Group Note Templates:
  1. Create a Group Note in the Template Builder (for more information on Step 1Click HERE)
  2. Click the Group Notes Button (lower left Dashboard button) 

  3. Click the Admin Tab
  4. 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

  5. If it is a New Group, select the new Group Note Template in the Template dropdown menu

  6. Check a Group to restrict access
  7. Save

To in/activate a Group Note re-open its Settings and un/check Active.

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