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.

Example of the Note on the Manage page
  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 tab on the bottom-right side of the page.

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

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