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 and click on it
Click on the Notes tab in the lateral pop up that is displayed
Then add your notes
💡 Quick tips:
You can tag your colleagues in your notes using @
You can pin an important note to make it more visible
You can leave a comment on a note.