Note

Overview

Note — Business Overview and Usage

The Note document is a simple but powerful tool in Dafater that helps individuals and teams capture, organize, and share important information during daily business operations. It acts as a digital notepad that keeps valuable thoughts, reminders, and observations documented and accessible in one place.

What the Note is Used For

In business operations, a Note is used to: - Record ideas, reminders, or observations related to work - Capture meeting takeaways or action points - Document quick instructions, follow-ups, or personal tasks - Store reference information that may be needed later

Unlike formal business documents, a Note is informal and flexible, making it ideal for quick documentation without approvals or complex workflows.

Prerequisites or Setup Requirements

Before using Note, users should: - Have access to Dafater and permission to create personal or shared records - Understand basic internal guidelines on what information can be documented - Know whether notes are for personal use or team reference, depending on company policy

No special setup or configuration is required to start using Note.

Typical Workflow and Business Fit

The typical use of a Note follows a simple flow: 1. A user creates a new Note whenever information needs to be captured 2. The content is written in plain language for quick understanding 3. The Note is saved and can be revisited, updated, or referenced later 4. When no longer needed, the Note can be archived or left for historical reference

This fits naturally into daily work activities, supporting productivity without interrupting core business processes.

Key Business Scenarios Where Note is Essential

The Note is especially useful in situations such as: - Preparing for or following up on meetings - Tracking ideas during planning or brainstorming sessions - Writing personal reminders related to tasks or deadlines - Keeping temporary information before it is added to a formal document - Recording observations during reviews, audits, or discussions

It is often used alongside other business records to support clarity and continuity.

Important Considerations for Users

When using Note, users should keep in mind: - Notes should be clear and concise to remain useful over time - Sensitive or confidential information should only be included if allowed by company policy - Notes are informal and should not replace official business records where approvals or compliance are required - Regularly reviewing and cleaning up old notes helps maintain relevance and organization

In summary, the Note document in Dafater is an essential everyday tool that supports productivity, knowledge retention, and smooth communication across business activities.

Basic Information

Module: Desk
Document Type: Document

Fields

Field Name	Label	Type	Required	Options	Description
title	Title	Data	✓	-	Short headline identifying the note within Dafater.
public	Public	Check		-	Makes the note visible to all Dafater users.
notifyonlogin	Notify users with a popup when they log in	Check		-	Shows a popup notification to users when they log in.
notifyonevery_login	Notify Users On Every Login	Check		-	Displays notification on every user login until expired.
expirenotificationon	Expire Notification On	Date		-	Date when login notification automatically stops showing.
content	Content	Text Editor		-	Main message content displayed in the note.
seen_by	Seen By Table	Table		Note Seen By	Tracks users who have viewed this note.

Child Tables

Seen By Table (Note Seen By)

Field Name	Label	Type	Required	Options	Description
user	User	Link		User	Dafater user who has viewed the note

Permissions

Role	Read	Write	Create	Delete
Desk User	✓
System Manager	✓	✓	✓	✓
Desk User		✓	✓	✓