Disclosure Studio - Create a Note

Creating a note

Placing automated note numbers in your report

1. To create a note, click on the overflow menu above you want the note.

2. Select "Note".

3. To name the note in the report tree, click on the overflow menu.

4. To edit the note's name in the report tree, double click on note name.

5. Rename the note as desired. 

Note: You do not need to add the word “Note” to the name since Disclosure Studio will add this automatically.  

To add this note to the table of contents

1. Click on the three dots beside the note you want to change.

2. Click "Include in TOC"

3. Click on the textbox to name the table of contents entry.

4. Click "TOC Level" to change the indentation of the entry in the table of contents.

5. When complete, click "Save" to create the table of contents entry for this note.