Notes

Use notes to add text and labels to drawings.

A note can be free floating or fixed, and it can be placed with a leader pointing to an item (face, edge, or vertex) in the document. It can contain simple text, symbols, parametric text, and hyperlinks. The leader can be straight, bent, or multi-jog.

Some items about notes:

• To set Note options for the current document, click Tools > Options > Document Properties > Annotations > Notes.

• You can insert hyperlinks in notes.

• You can link notes to document, custom, or configuration-specific properties.

• You can add balloons to notes.

• You can insert annotations in notes. When you insert an annotation into a note, you can either create a new one in the Note PropertyManager or select an existing annotation in the drawing.

• You can apply borders to entire notes and portions of notes.

• When you edit a note that contains a variable, you can either show the variable name or show the contents of the variable. Click View, Annotation Link Variables to see the variable name.

• You can resize the bounding box around a note by typing a note first, then resizing the bounding box, or vice versa. Bounding boxes are helpful when you want to shape the note text to a boundary in the title block.
  
  

• When you drag existing text to align it with other text, the pointer changes to left alignment, center alignment, or right alignment, depending on where you select the note. For example, if you select the leftmost side of a note, the pointer changes to left alignment.

  Left alignment	Center alignment	Right alignment

• You can press Tab at the beginning of a note to indent the note. However, this does not work in the middle of a note.

• Bend notes are displayed in drawing views that contain flat patterns of sheet metal parts.

• Empty notes, which appear on screen as: , do not appear in print previews or on printed pages.

• You can drag note A to note B and the text from note A is appended to note B. The format of note B is maintained. In this example, note A is dropped on note B.

  Note A	Note B	Result

To create notes:

7. Set options with the Formatting toolbar.

8. Click in the graphics area outside the note to complete the note.

9. With the Note PropertyManager still open, repeat the steps above to create as many notes as necessary.

• You can change text, properties, and formatting for each instance of the note.

• To add multiple leaders, press Ctrl while dragging the note and before placing it. The note stops moving and a second leader appears. While still holding Ctrl, click to place the leader. Click as many times as necessary to place additional leaders. Release Ctrl and click to place the note.

• To change the indenting of bulleted or numbered lists, right-click the note while in edit mode and select Bullets and Numbering.

10. Click OK .

To create numbered lists in notes:

1. Click Note on the Annotation toolbar, or click Insert, Annotations, Note.

2. Click in the graphics area to place the note.

3. Click Number on the Formatting pop-up toolbar.

4. Type the text for the first line, then press Enter.
   
   The list continues in sequential order.

To automatically create lists without clicking Number on the Formatting toolbar:

1. Click Note on the Annotation toolbar or click Insert, Annotations, Note.

2. Click in the graphics area to place the note.

3. Type the starting number or character for the list (for example, 1, a, A, i, I).

4. Type a period, then a space.

5. Type the text for the first line, then press Enter.

The list continues in sequential order.

To change numbered lists to bulleted lists:

1. Select all items in a numbered list.

2. Click Bullet on the Formatting pop-up toolbar.

To create stacked text:

1. Click Note on the Annotation toolbar, or click Insert, Annotations, Note.

2. Click in the graphics area to place the note.

3. Click Stack on the Formatting pop-up toolbar.

4. Set options in the Stack Note dialog box, then click OK.

5. Click OK .

To insert an annotation in a note from the Note PropertyManager:

1. Create or edit an existing note.

2. Position the cursor where you want to insert the annotation.

3. In the PropertyManager, under Text Format, click Insert Geometric Tolerance , Insert Surface Finish Symbol , or Insert Datum Feature .

4. Set the properties for the symbol selected, then click OK.

5. Click OK .

To edit the annotation, double-click the annotation and edit it in the PropertyManager or dialog box.

To insert an annotation or dimension in a note from a drawing:

To apply borders to entire notes or portions of notes:

1. Create or edit an existing note.

2. Select the portion of the note to which you want to apply a border. If you want a border around the entire note, skip this step.

3. In the PropertyManager, under Border, set options.

4. Click .

To edit note text:

To edit note properties:

Do one of the following:

• Select one or more notes and edit properties in the Note PropertyManager.

• Right-click one or more notes (hold down Ctrl while you select a group of notes).

You can add more leaders to an existing note by holding down Ctrl and dragging a leader attachment point.

To add a balloon to a note:

Balloons