Create a note


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In any form that has a document handling icon or an Attachments button, you can add a note to the record that is selected in the form.

Add a note to a record

  1. Click File > Command > Document handling.

  2. Click New > Note.

  3. Enter a description of the note.

  4. In the pane at the bottom of the form, type the text of the note.

  5. Click Close.

See also

Document handling (form)

Using document management