Option 1. Adding a note to an application
If you want to add notes to the entire application, this is possible.
From the admin interface, go to your actual client application or record
Click on the application you need to review
From the Sidebar menu, click on Notes
Add your notes
Option 2. Adding a note to a specific onboarding step
Now, let's say that you needed your client or contact to sign a Non-disclosure agreement but now that you received the signed document, you want to capture a few notes on this onboarding step.
With our notes feature, this is very easy to do:
From the admin interface, go to your actual client application or record
Click on the application you need to review
Scroll to the item you need to annotate
Click on Show Notes then add your notes
💡 Quick tips: You can always tag someone inside your notes using @