Creating a Memo

Creating a Memo in the Brightidea Editor

• 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

• When electing to use the Brightidea Editor, Memos can be created as a blank document or using one of the pre-formatted templates
• The Visibility for new Memos is Private by default.
• While users cannot request Memo Reviews for evaluation for Private Memos, they have access to all editing functionality and can invite other users to collaborate.

Creating a Memo with Third-Party Documents

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