Notes box above your document in the Viewer in your way? No problem! The placement of the Notes section on the Contract Page can easily be changed by an admin user.
The Notes section can be placed above the document in your Viewer on the Contract Page or at the bottom of Viewer on the Contract Page. The Account Owner, Admin(s), and Account Manager(s) can easily switch the position:
1) From the Contract Page, select Settings in the upper right corner of the page.
2) On the Settings page, scroll down to Notes Position for Contract Page.
3) Click the dropdown arrow and choose either Viewer Over Notes or Notes Over Viewer.
Your updates will automatically be made, and you can select the back arrow to return to the Contract Page.
The page will automatically be defaulted to display Notes at the bottom of the page. You will see this in the settings as “Viewer Over Notes.” This is what it looks like:
This is how it would look like if you chose the Notes Over Viewer option:
Tip:
When the Notes box is placed below the Viewer, the yellow thumb tack at the top of the Contract Page is a shortcut that takes you there quickly. The number beside the thumbtack indicates notes have been added to the Notes box.
Note: Changing this setting applies to all users in the account.
Please reach out to support@contractsafe.com if you need further assistance.