Creating a Memo

Creating a Memo in Brightidea editor

Creating from Userhome 

• Memos can be created from several places in the Brightidea system. One is within the /userhome/memos page. 
• By clicking on the "Create Memo" button in the upper left of the page, the user will be launched directly into the Brightidea Collaborative Editor 
• The dropdown option next to the "Create Memo" button will give users additional options to create a memo using the following options:
  • Brightidea Collaborative Editor
  • Google Docs
  • OneDrive
  • As a note, details on the third-party editor options can be found below 

• Memos can be created either blank, or using a pre-formatted template for common types of memos
• When a new memo is created, it will be private by default, and not submitted to any batch/pipeline
• For private memos, users have access to all editing functionality and can invite other users to collaborate, however they cannot request Memo Reviews for evaluation

Creating a Memo with third-party documents

• Information related to using third-party documents can be found here.