# Changing Views on the Notes tab

Changing the view of the Notes tab allows you to focus the list of notes on one of several criteria. Focusing the list will speed up the selection process.

You may change the Orders List view to only include the following problems:

· Signed Notes (All)

· Signed Notes by Author

· Signed Notes by Date Range

· Uncosigned Notes

· Unsigned Notes

To change the view, click on View on the menu and select the desired list items.

You may select the Custom View option on the menu to further focus the list of notes yo u wish to have displayed. From the List Selected Documents dialog, you may choose to display notes by a combination of Status, Author, and date range.

Note: Choosing some criteria will make other unavailable. If you choose "all notes" in one criteria, for example, you cannot set a maximum number to return or a date range because that conflicts with the "all" choice.

1. From the Notes tab, select View | Custom View .

The List Selected Documents dialog will appear.

2. Select the criteria for the documents that you want to display on the Notes tab by doing some or all of the following:

a) Select a status from the left side of the window.

b) Enter the maximum number of notes that you would like to display in the Max Number to Return field.

c) Select an author or expected cosigner from the Author or Expected Cosigner field.

d) Select a beginning and ending date by doing one of the following:

§ entering a date (e.g. 6/21/01 or June 21, 2001)

§ entering a date formula (e.g. t-200)

§ pressing the button to bring up a calendar

e) Select a sort order from the Note Tree View option group.

f) If you would like to group the notes, make a selection from the Group By drop-down list.

g) If you would like to further sort the notes that have been grouped in step f, select the criteria to sort by in the Sort By drop-down list.

h) If you would like the subject of the notes to be displayed in the tree view, check the “Show subject in list” check box.

i) If you would like to limit the notes that are displayed to notes that contain specific text in the title or in the subject line, click the appropriate check box and enter the text in the Contains field.

Note : You can erase the contents of the List Selected Documents dialog by clicking the Clear Sort/Group/Search button.

3. Click OK .

The notes that meet the criteria you specified will appear on the Notes tab.

Related topics

Improving the Tree View Custom View

Viewing All Signed Notes for a Date Range

Viewing All Signed Notes by a Specific Author

Viewing All Signed Notes, All Unsigned Notes, or All Uncosigned Notes