Add Notes To Files

Adding a note to a file for our staff to view is quick and easy, as demonstrated in this tutorial.

If you have information you'd like to provide to the staff member reviewing your file(s), you can quickly and easily add a note from within the Dashboard.

To add a note to the file, click the File Info button in the file table, which will take you to a new screen to create your note.

When you've finished creating your note, click the Update Notes button. To return to the default Dashboard page, click the Return to Dashboard button near the top of the screen.

The staff member that reviews your files will see that a note is waiting for them before they open the file.