For each perspective, you can set up user notes. Use user notes to add free text fields to a document. If you create a document manually (with a form button), the user notes are shown on the dialog where you can enter free text in each user note field.

Standard procedure

1.	Click Action and document management design.
2.	Click the Document types tab.
3.	In the list, click the link of the desired record.
4.	In the Perspectives section, on the Overview tab, in the list, find and select the desired record.
5.	Click the User notes tab.
6.	Click New.
7.	Use the User note field to define the sequence in which the user notes appear on the dialog.
	In the User note field, enter a number.
8.	In the Description field, type a value.
9.	You can define which user notes must be filled in to create the document.
	Select the Mandatory check box.
10.	Close the page.

Notes

• If you set up a user note field which value must appear in the generated email, add the user note field to the related template.
• You can set up a maximum of four user notes fields.
• User notes cannot be entered if you run the document type in batch.