As an Admin and non-Admin Plugnotes
If the person is a Plugnote user and has received access to the Plugform:
- On the Plugnotes home page, select one of your folders
- Once entered in the Plugform, you will see the list of Plugnotes populated. If you want to add an additional one, click on the "+". If the Plugform is empty, the "+" will be in the center of the screen
- Fill in the different fields that appear on your screen (1), add notes or appendices (photos, documents, etc.) (2), and save (3)
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Video Explanation
If the person is not a Plugnotes user and has received an invitation to fill out the form:
- The person will receive a link or a Plugcode. By clicking on it, the person will directly access the form
- Fill in the different fields that appear on your screen (1), add notes or appendices (photos, documents, etc.) (2), and save (3)
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Customer Success
If you have any questions, please contact our Customer Success Team