> For the complete documentation index, see [llms.txt](https://docs.octoo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.octoo.com/partners/notes.md).

# Notes

Partners have the ability to attach **notes** to various records on the Octoo platform. For example, a **note** can be added to a request, invoice, agreement, customer, provider, or cancellation (just to name a few). Each supported record can have more than one note. Along with a message, the author and timestamp is also recorded.

Once a note has been created you can also **clone** or **archive** the note.

**Notes** have a few special features:

* **Pin**: if you *pin* a note that note will stay at the top of the list of notes for a given record. This is useful for records with a lot of notes.
* **Share**: you can choose to have a note shared with other related records. For example, if you wrote a note on a *request* you can have that note shared with all the *invoices* related to that request. This way you only have to write the note once and have it appear multiple places.
* **Tag**: you can use *tags* in your note by prefixing them with a `#` hash. For example, `#i-love-octoo`.
* **Mention**: you can *mention* another user or customer via their *handle*. For example, using `@octoo` would create a clickable connection to us!
* **Reference Code**: you can also indicate a specific *reference code* by prefixing it with the `^` symbol. For example, if you included `^RQABC123` it would insert a link to that request.

### Examples

<figure><img src="/files/WQm7eV6ARuGw0pTRVFrv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ACmJa5J9NVw0ePtm8ywz" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/87Wi9ilMMNeDvX0MeLkm" alt=""><figcaption></figcaption></figure>
