Add notes to documents
When working in a complex SimplyAgree transaction or with a colleague, it is important to stay organized. You can do that by adding notes to your transaction documents!
You can show or hide all of your notes by turning the Notes toggle on or off! Turning Notes off will simply hide any notes you've previously created, and hide the Add note button, freeing up space on your document cards.
To add a note:
- Make sure the
Notestoggle is turned on - Hover your mouse over the Document Card
- Click on
+ Add Notebutton - Type your note
- Hit enter on your keyboard or simply click off the note to save it
- To edit a note, just click back into the note to open the editing view
