Using the Notes Tab

The Notes tab displays a list of all section and request item notes. Notes are listed by section, then by request item within the section. The following information displays for each note:

• The date it was created
• The author
• The note's title and body contents

To view, add, edit or delete notes for the entire organizer, click the Notes tab on the Organizer page.

• To add a new section or request item note, click Add Note above the table.
• To edit a note, click at the end of the row, or click directly on the row.
• To delete a note, click at the end of the row.

When your client or another firm user adds or edits a note and you refresh your copy of the organizer, a or badge displays for the item in that Notes list.

Notes: 

• If the organizer has been sent at least once to the client, any new or edited notes from firm or client users are available for review by all users of the organizers without having to click the Send button. It is a best practice, however, for both firm and client users to click Send or to notify each other that changes have been made.
• You can also add notes for specific request items on the Request Items tab. See Using the Request Items Tab for more information.