Create a Form Note from the Template - Intergraph Smart Instrumentation - Training - Intergraph Process, Power & Marine Documentation

You will now add a form note for the control valves that you have included in the binder package. You will use the template you just created as a basis for the note, which you will edit by adding more text.

1. Right-click the Form Notes folder.

2. On the shortcut menu, click New Form Note.

3. On the New Form Note dialog box, type a name and description for the form note as follows:

   1. From the Form list, select 1 (Control Valve).

      In this case, because all the specification sheets that you assigned to the binder package use only form number 1, this is the only form that appears in the list.

   2. From the Template list, select Control Valve, 1 (the template you created for the selected form).

      The dialog box should appear as shown, with the Name and Description fields automatically filled with the template name and description:

      

4. Click OK.

   The Note Editor window opens. The note text that was entered for the template appears by default in the note field.

5. Make changes to the note description and the note text itself as follows: Supplier to provide a certificate for each valve.

6. When done, click .

7. Click to close the note editor and return to the main window.