To add a note to a transaction go to the Manage page, single-click an agreement to select it, and then click the Notes link in the right rail options
Last updated on
Jul. 20, 2023
Add a note to a transaction or template
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 section.
Enter a note into the field, and click Save Note
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