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Using the Comments and Narratives Tabs

← Adding Records
Use the Comments tab or the Narratives tab to add additional information to a record. The Comments and Narratives tabs are the same for all record types.

To add comments or a narrative to a record:
  1. From the Adding New or Editing screen, select the Comments or Narratives tab.
  2. Click the Add icon to expand the New Comment area.
  3. In the Title field, enter a name to identify the comments or narrative.
  4. In the Text Editor area, enter the comments or narrative. For descriptions of the buttons in the Text Editor area, see the section "Buttons in the Text Editor area" below.
  5. Repeat steps 2–4 to add additional comments or narratives.
  6. To remove a comment or narrative, click the Remove icon.
  7. Save the record by clicking one of the save buttons.

Buttons in the Text Editor area

The Text Editor area contains buttons found in most text editors. For example, the Cut, Copy, and Paste buttons. To view the name of a button, rest your mouse pointer on the button. The following list explains the buttons that are not as common: 
  • Paste as Plain Text: Inserts cut or copied text without special characters or formatting.
  • Paste from Word: Inserts cut or copied text from Microsoft Word© or Excel©. The font styles and backgrounds of the original document are preserved as much as possible.
  • Preview: Displays, in a separate window, a preview of the comments when saved or printed. 
  • Find: Opens the Find and Replace dialog box with the Find tab selected. Enter the text to locate, and select any options to refine the search. Click Find. The first instance of the entered text is highlighted. 

    TIP: The Find and Replace dialog box can be moved to another part of the screen.

  • Replace: Opens the Find and Replace dialog box with the Replace tab selected. Enter the text to locate, and the text to replace it with. Select any options to refine the search. Click Replace. The first instance of the entered text is highlighted. Click Replace again to replace that instance of the entered text, or click Replace All to change all instances of the entered text.

    TIP: The Find and Replace dialog box can be moved to another part of the screen.

  • Block Quotes: Formats the selected text as a block quote.
  • Table: Opens the Table Properties dialog box. Select the options for the table, and then click OK to create the table.
  • Insert Horizontal Line: Inserts a horizontal line where the cursor is located.
  • Insert Special Character: Opens the Select Special Character dialog box. Rest your mouse pointer on the special character to view a larger preview of the character, as well as a preview of the character in the text. A ToolTip describing the special character also appears. Click the special character to insert it where the cursor is located. Click Cancel to close the Select Special Character dialog box.
  • Insert Page Break for Printing: Inserts a page break where the cursor is located, for when the text is printed.
  • Maximize: Displays the Text Editor area over the whole window. If the Text Editor area is maximized, then the area is minimized when this button is clicked.
  • Show Blocks: Shows the text separated into blocks. Each paragraph is a block. If the blocks are displayed, then the blocks are hidden when this button is clicked.

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