As a user with the Manage Notes permission, for example a Compliance Officer, you can add notes to emails and social media items to record key information. Notes are visible to everyone with the Manage Notes permission.

Add a note

1. Go to the Search section and find the email or social media item.
2. Click it so it opens on the right.
3. For an email, open the More menu (represented with ...) in the action bar and select Add Note. For a social media item, click Add Note in the action bar.

4. Type your note (up to 500 characters).
5. Click Add Note.

You'll see a confirmation message: Note successfully added.

The note appears above the email or item body, with the number of notes next to Notes, for example Notes (1).

When there are several notes, click Show More to see them all, and Show Less to collapse them.

To find every email that has a note, see How to Get All Emails That Have Notes.

Delete a note

1. Click the trash can icon next to the note.
2. In the Delete a Note window, click Delete to confirm.

You'll see a confirmation message: Note successfully deleted.