The below article provides instructions for the new page format.
Click here to review the same process on the classic page layout.

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 section.

  1. 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

    Navigate to the Notes tab
  2. Enter a note into the field, and click Save Note