Here are 5 easy steps to create a note:
- Click on the engagements tab.
- Choose your desired engagement.
- Click on the notes tab.
- Create a note using the Add Icon.
- 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:
- Choose the note you'd like to share.
- Click the 3 vertical dots in the right hand corner.
- Click share note.
- Search for your recipient's name.
- Click Share Note.