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Last updated on Sep 9, 2026
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This article contains prerelease information. Release dates, features, and other information are subject to change without notice.


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.

To add a note to a transaction, go to the Manage page, single-click an agreement to select it, and then select the Notes link in the right rail options.

Hovering over the transaction will also reveal the Note icon, which you can select to write your note.

Navigate to the Notes tab
When a note is created on the agreement, the note icon turns blue and remains visible after the transaction looses focus.

Enter a note into the field, and click Save Note