Adding Notes

Here are 5 easy steps to create a note:

  1. Click on the engagements tab. 
  2. Choose your desired engagement.
  3. Click on the notes tab.
  4. Create a note using the Add Icon. 
  5. Click Add Note

Please Note: When a note is first created, it is automatically private. You must share it with a recipient in order for them to view it. 

Here are 5 easy steps to share a note:

  1. Choose the note you'd like to share. 
  2. Click the 3 vertical dots in the right hand corner. 
  3. Click share note.
  4. Search for your recipient's name.
  5. Click Share Note.

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