---
title: "Add Notes to an Expert Report"
slug: "add-notes-to-an-expert-report"
tags: ["Add", "notes", "Expert Report"]
updated: 2024-11-11T21:13:17Z
published: 2024-12-05T18:09:51Z
canonical: "docs.revealdata.com/add-notes-to-an-expert-report"
---

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

# Add Notes to an Expert Report

You can apply notes to an expert report using the **Add Note** dialog.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/add-notes-to-an-expert-report-image-9g1zo116.png)

To add a note to an expert report in TRIAL DIRECTOR, follow the steps below:

1. Click the EVIDENCE tab in the left navigation panel.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(680).png)

1. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the **Open Case** button in the ribbon bar above the table.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(681).png)

1. Open the **Expert Report Explorer** by selecting the **Expert Report** tab on the left-hand side of the page.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(682).png)

If the explorer is hidden, you can use the Explorers dropdown in the main menu to view it.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(683).png)

1. In the **Expert Report Explorer**, locate the needed document. Open the **Expert Report Work** Area by double-clicking on the appropriate document, or by selecting it and clicking the **Open Item** button in the Explorer ribbon bar.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(684).png)

The Expert Report Work Area opens.

1. Click the **Notes** button in the Expert Report Work Area ribbon bar.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(685).png)

The **Add Note** dialog appears.

1. Fill in the information for the note.

Fields in the dialog include:

With the information filled, you can move on to the next step.
  - Name - The name of the note.
  - Description - A short explanation of the note.
  - Note Type - A selection from the type of notes available. Choose the type you feel appropriate.
  - Note - The actual note you want to apply to the document.

1. Click the **Save** button.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(686).png)

> [!NOTE]
> Note:
> 
> You can view any notes applied to the document in the Details panel and the Notes Explorer.

## Related

- [Overview: Expert Reports](/overview-expert-reports.md)
- [Work with the Expert Report Work Area Ribbon Bar](/work-with-the-expert-report-work-area-ribbon-bar.md)
- [Apply Annotations to an Expert Report](/apply-annotations-to-an-expert-report.md)