---
title: "Notes: 12d Synergy Web and Mobile Apps"
slug: "notes12dsynergywebandmobileapps"
updated: 2026-03-05T04:29:58Z
published: 2026-03-05T04:29:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes: 12d Synergy Web and Mobile Apps

Notes can be attached to different entities in the 12d Synergy Web application and are a helpful way to communicate reminders and other ideas.

The following entities can have notes attached to them

- Files
- Folders
- Jobs
- 12d Model Projects
- Tasks
- Managed Folders

### 1.1. How to Add a Note

1. Click the **Notes** tab in the selected entity's view.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notes.doc-image-4692z8rh.png) icon. The **New Note** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notenew.png)
3. Enter the subject for the note in the **Subject** field.
4. In the **Contacts** field, start typing the name of the contact you want to send the note to. The matching contact names will be displayed as a list. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notenew1.png)
5. Select the required contact from the list and continue to add more contacts in the same way, if needed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notenew3.png)

  - [Collaborators](/v1/docs/collaborators) can only notify standard users (non-collaborators) about the newly added notes.
  - [Collaborators](/v1/docs/collaborators) can be forced to notify at least one contact when creating a note. Your [12d Synergy Administrator can configure this in the **12d Synergy Administration**application](/v1/docs/collaborators#112-collaboratorrelated-system-settings). If this setting is not configured, you will need to monitor the **Notes**tab to check for new notes. To help you monitor notes, you or your 12d Synergy Administrator can set [Notifications](https://help.12dsynergy.com/docs/v5notifications).
6. Enter the note in the text editor below.
7. Click the **Save** button. The note is emailed to the mentioned contacts and is also displayed in the **Notes**tab of the selected entity. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notes.jpg)

From the example below, the first link (**Synergy12d://localhost/Jacaranda Company?Notes**) in the note refers to the location of the note in the 12d Synergy Client application. The second link (**http://localhost:8080/#/jobs/3_1/notes/3_1**) refers to the location of the note in the 12d Synergy Web App.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notes.doc-image-mbrtnzh2(1).png)

### 1.2. How to Reply to a Note

You can reply to a note in the following ways from the **12d Synergy Web** application.

1. Do one of the following:
  - Click the second link (**http://localhost:8080/#/jobs/3_1/notes/3_1**) displayed in the email you received informing you about the note. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notenew4(1).png)
  - Click the required note displayed in the **Notes** tab of the selected entity. The ***<Note Subject*>** dialog box is displayed.
2. Click the **Reply** button. The **RE:*<Note Subject*>**dialog box****is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/notenew2.png)
3. In the **Contacts** field, start typing the name of the contact you want to send the reply to. The matching contact names will be displayed as a list.
4. Select the required contact from the list, then add more contacts in the same way if needed.

[Collaborators](/v1/docs/collaborators) can be forced to notify at least one contact when replying to a note. Your [12d Synergy Administrator can configure this in the **12d Synergy Administration**application](/v1/docs/collaborators#112-collaboratorrelated-system-settings). If this setting is not configured, you will need to monitor the **Notes**tab to check for responses to notes. To help you monitor notes, you or your 12d Synergy Administrator can set [Notifications](https://help.12dsynergy.com/docs/v5notifications).
5. Enter your reply to the original note in the text editor below.
6. Click the **Reply**button. The reply is displayed as a nested note to the original note in the **Notes** tab of the selected entity. Also, an email is sent to the contacts mentioned in the **Contacts** field.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/nestednotes.jpg)