---
title: Documentation notes
description: Learn how to add, format, and manage rich text notes with hyperlinks and images in the APIANT automation editor for better workflow documentation.
---

[Skip to content](https://help.apiant.com/documentation-notes#main-content)

English

Show submenu for translations

![apiant-logo-forum.png\]](https://help.apiant.com/hs-fs/hubfs/apiant-logo-forum.png?height=40&name=apiant-logo-forum.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to apiant.com

 Go to apiant.com

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.apiant.com/?hsLang=en)
2. [AutomationEditor](https://help.apiant.com/automationeditor?hsLang=en)
3. [Building Automations](https://help.apiant.com/automationeditor?hsLang=en#building-automations)

# Documentation notes

## Learn how to add, format, and manage rich text notes with hyperlinks and images in the APIANT automation editor for better workflow documentation.

Automation diagrams can be documented with rich text notes that can contain hyperlinks and images.

To add a note, click an action "plus" icon and choose the "add a note" option:

 

![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/4Z1WcEYf2l1s_1OAB5rXV_image.png?format=webp)

 

Then, either double-click the note or single click and choose the "open rich text editor" option:

![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/7GCqbK1rm0R_6u2yBx_uc_image.png?format=webp)

 

The editor's toolbar lets you add a variety of formatting to the rich text:

![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/Hh_RdA-wGC577nh2n1HHb_image.png?format=webp)

 

Notes can be copied and moved within the diagram, just like other action items.

- [ZoomConnect](https://help.apiant.com/zoomconnect?hsLang=en)
- [ShopConnect](https://help.apiant.com/shopconnect?hsLang=en)
- [AppConnect](https://help.apiant.com/appconnect?hsLang=en#main-content)

    - [AppConnectPrebuiltConnectors](https://help.apiant.com/appconnect?hsLang=en#appconnectprebuiltconnectors)
- [CalendarConnect](https://help.apiant.com/calendarconnect?hsLang=en)
- [CRMConnect](https://help.apiant.com/crmconnect?hsLang=en#main-content)

    - [Mindbody to HubSpot](https://help.apiant.com/crmconnect?hsLang=en#mindbody-to-hubspot)
    - [Cliniko to HubSpot](https://help.apiant.com/crmconnect?hsLang=en#cliniko-to-hubspot)
    - [Cliniko to ActiveCampaign](https://help.apiant.com/crmconnect?hsLang=en#cliniko-to-activecampaign)
    - [DonorPerfect to HubSpot](https://help.apiant.com/crmconnect?hsLang=en#donorperfect-to-hubspot)
    - [DonorPerfect to ActiveCampaign](https://help.apiant.com/crmconnect?hsLang=en#donorperfect-to-activecampaign)
    - [Mindbody to ActiveCampaign](https://help.apiant.com/crmconnect?hsLang=en#mindbody-to-activecampaign)
- [MailConnect](https://help.apiant.com/mailconnect?hsLang=en)
- [AutomationEditor](https://help.apiant.com/automationeditor?hsLang=en#main-content)

    - [KeyConcepts](https://help.apiant.com/automationeditor?hsLang=en#keyconcepts)
    - [AccountManagement](https://help.apiant.com/automationeditor?hsLang=en#accountmanagement)
    - [ManagingAutomations](https://help.apiant.com/automationeditor?hsLang=en#managingautomations)
    - [App Connections](https://help.apiant.com/automationeditor?hsLang=en#app-connections)
    - [Building Automations](https://help.apiant.com/automationeditor?hsLang=en#building-automations)
- [APIANTforBuilders](https://help.apiant.com/apiantforbuilders?hsLang=en)
- [APIANTInline](https://help.apiant.com/apiantinline?hsLang=en)
- [WhatisAPIANT?](https://help.apiant.com/whatisapiant?hsLang=en)
- [ContactAPIANTsupport](https://help.apiant.com/contactapiantsupport?hsLang=en)

[![APIANT](https://help.apiant.com/hubfs/APIANT_LOGO-2.svg "APIANT")](http://apiant.com)

apiant.com Help Center

Copyright © 2026, APIANT