Annotating rows

Annotate your investigation work by adding notes to one or more rows. The Notes column is the leftmost column in the Add-In for Excel table when you add a note or the first time you choose to show the Notes column.

Show and hide the Notes column

To toggle the display of the Notes column, click the ACL Add-In tab and select Notes > Show Notes Column.

Configure Note column display options

To configure whether the Notes column automatically displays when notes are added, click the ACL Add-In tab and select Options:

  • To display the column when notes are added, select Yes, the Notes column is automatically displayed in the audit data the moment a note is added
  • To not display the column when notes are added, clear Yes, the Notes column is automatically displayed in the audit data the moment a note is added

When you are done, click Save.

Add or edit a note

  1. Click the ACL Add-In tab and ensure that the Notes column and ACL Add-In Panel are visible:
    • Select Notes > Show Notes Column to display the Notes column.
    • Select ACL Add-In Panel to display the panel.
  2. Select one or more rows to annotate by clicking inside a cell in the row.

    Tip

    Use Shift+click to select multiple adjacent rows or Ctrl+click to select multiple non-adjacent rows.

  3. In the ACL Add-In Panel, in the Notes field, add or edit note content.
  4. If you are prompted with a confirmation dialog box, click Yes to save your note text.

Delete selected notes

Note

You cannot undo deleting a note. The note is removed and cannot be recovered.

  1. Click the ACL Add-In tab and ensure that the Notes column and ACL Add-In Panel are visible:
    • Select Notes > Show Notes Column to display the Notes column.
    • Select ACL Add-In Panel to display the panel.
  2. Select one or more rows to delete notes for by clicking inside a cell in the row.

    The first row you select must contain a note to make the Delete action available.

    Tip

    Use Shift+click to select multiple adjacent rows or Ctrl+click to select multiple non-adjacent rows.

  3. In the ACL Add-In Panel, click Delete selected note(s) .
  4. If you are prompted with a confirmation dialog box, click Yes to delete your note text.

Delete all notes

Note

You cannot undo deleting a note. The note is removed and cannot be recovered.

To delete all notes from the table, click the ACL Add-In tab and select Notes > Delete Notes Column.

In the Delete Notes dialog box, enter a Reason for the deletion and then click Yes. The reason is recorded in the Add-In for Excel table history.