Add a Note

Add a Note

Add notes to an order to document context, highlights, or progress as you work through it.

Things to Keep in Mind

  1. Anyone who can view the order can add a note. Only the note's author, or an Owner or Manager, can edit or delete it.
  2. Notes support text, images, links, and basic formatting.

How to Add a Note

  1. Go to Orders from the sidebar and open the order's Summary.
  2. Click the Notes tab, next to Files.
  3. Click Add, write your note, and format it as needed.
  4. Click Add Note to save.

Editing or Deleting a Note

Open the note and choose Edit or Delete. Changes save immediately; deleting a note removes it permanently.

Need More Help?

Contact our support team.