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How do I record a product description that will also appear on documents?


This text will appear underneath the product name on the document.

For additional information on how to place manual text on documents, please see here.


  1. Open the entry of an existing product or add a new one.
  2. Open the advanced edit menu from the actions menu.

    Note: Use shortcut Alt + E / ⌥ alt + E

  3. Scroll down to the text box Document Note and enter your text here.
  4. Click “Done” to apply the changes and close the window.


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