To add a note to a transaction go to the Manage page, single-click an agreement to select it, and then click the Notes tab on the bottom-right side of the page.
Last updated on
Dec 21, 2021
| Note: The below article provides instructions for the classic page layout. Click here to review the same process for the new page format. |
Add a note to a transaction
Once a transaction is sent, you can attach a personal note to it on the Manage page. This note is only visible to the user who entered it, and only viewable on the Manage page in the Notes tab.
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Enter a note into the field, and click Save Note
