> For the complete documentation index, see [llms.txt](https://help.security.gallagher.com/smb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.security.gallagher.com/smb/site-configuration/site-actions/site-notes.md).

# Site Notes

The **Site Notes** button opens the notes for the site, where you can add, edit, and delete notes for you and other Technicians to refer to.

### Creating a Site Note

1. Click the **Site Notes** button.

   The Notes lightbox displays.
2. Click the **+** button to create a new note.
3. Type out the note you would like to add for this site. Each note is limited to 500 characters.
4. Click the **SAVE** button.

   The note is added to the left-hand navigation panel within the Notes lightbox. Notes are listed in this panel in order of most recently modified.
5. Click the x button to close the Notes lightbox.

### Editing a Site Note

1. Click the **Site Notes** button.

   The Notes lightbox displays.
2. Select the note from the left-hand navigation panel.
3. Type in the text area to make any required changes.
4. Click **SAVE**, then click the x button to close the Notes lightbox.

### Deleting a Site Note

1. Click the **Site Notes** button.
   1. The Notes lightbox displays.
2. Select the note from the left-hand navigation panel, and click the DELETE button.
3. Click **YES**, then click the x button to close the Notes lightbox.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.security.gallagher.com/smb/site-configuration/site-actions/site-notes.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
