Edit a Saved Note

You are able to Save a Note to come back and finish another time. You can access Saved Notes from your Task List or the Client's Notes tab.

From Task List

1. Click the  Task List icon from the menu on the left.
2. Click Pending Notes.
3. Click the Edit icon for appropriate Note.
   

   NOTE: The red exclamation indicates incomplete Notes.

4. Complete Note.
5. Click Save and then Sign and Lock. You can now Bill the Note.
   
   

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From Notes Tab

1. Click My Clients in the navigation bar and open the appropriate Client.
2. Click Notes tab.
3. Click the Edit icon for appropriate Note.
   

   NOTE: You cannot edit Notes that are Signed and Locked.

   

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