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Note Tool
Square Takeoff avatar
Written by Square Takeoff
Updated over 4 months ago

What are Note(s)?

  • The Note Tool allows you to add written notes directly within your plan. It's perfect for sharing project details, explaining scope or measurements, and making internal notes to keep track of your plan's specifications.

How to use the Note Tool

Step 1: Access "Tools" and select "Note"

Step 2: Write the note you want on your plan, select a font type, font size, font color, and background color. These are all based on your preferences. Adjust the transparency to make it easy to see your notes. the higher the transparency, the darker the text will be.

Step 3: Simply left click where you would like to add this note.

Step 4: You can move your note, rotate and expand your note by clicking on the note and engaging the bulk edit options.

Step 5: To edit your note, first select the page name within your page menu. Next just double-click on it to bring up the note details. If you're having trouble try refreshing your browser and give it another go.

Note Tool Pro Tips:

  1. You can couple the note tool with the hyperlink tool. Simply make a note and add a hyperlink to that note using the "hyper Link" tool.

  2. When rotating a note, you can go to "Options" and select "Enable Ortho" This helps keep your notes to uniform degrees.

  3. To edit or delete a note, first click on the page title, which will allow you to interact with the note on the plan. This step is necessary because notes are the first layer of the plan, so you need to engage the plan name to make any adjustments.

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