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Notes may be added to communicate information internally within your office relative to the file, such as memos, statuses, etc.
† To add a note to a file
| 1. | Click the Add a Note button. This will open the Add a Note page. |
| 2. | Enter the subject of your note in the Subject field. |
| 3. | Enter the text of your note in the Note field. |
| 4. | Click the Save button to save your new note. The new note is created and added to the list of Notes with a status of "Not Read". |
| 5. | Click the Cancel button in the Add a Note page to cancel the creation of the note. |
 Based on your Profile Alert setting, when a note is created, either by yourself, the system or a Financial Institution, an e-mail is automatically sent to the e-mail address defined in the Office E-mail of the My Profile page.
For more details on your profile as it pertains to Alert notifications, refer to the Setting Alerts section.
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