Creating File Notes

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Overview

When dealing with creditors, or when dealing on a Job in general, quite often you need to make file notes to record a conversation, a meeting or a to record observations about the Job

Creating file notes

1.    Go to Add or Import Data > Add File Note.

File:test/insolvency/100_8+Documents/100_Creating+File+Notes/FileNote1.png

2.    Fill in the File Note as shown below and click File:test/insolvency/100_8+Documents/100_Creating+File+Notes/SaveButton.png.

File:test/insolvency/100_8+Documents/100_Creating+File+Notes/FileNote2.png

3.    You should now see the File Note in the File Notes folder. To update the File Note, reopen the File Note and type the following:

File:test/insolvency/100_8+Documents/100_Creating+File+Notes/FileNote3.png

4.    To review your changes, simply reopen the File Note and review.

Note

If you update a File Note, as opposed to creating a new one, it will record the user, date, and time it was updated.
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