Editing Notes

Notes which have not been shared externally may be modified.

A Note which has been sent to or received from a Financial Institution may not be modified.

A Note which has been marked as Read may not be modified.

clip0023

clip0024

† Editing a note

1.	Click the Notes tab.

2.	A list of all file specific Notes will be displayed.

3.	Click to select a note and display and expand the content.

4.	Note which have not been shared externally may be edited. A Note which has been sent to or received from a Financial Institution or which has been marked as Read may not be edited.

5.	Click the Edit link.

6.	This will open the Edit a Note page.

7.	The subject and content of the Note may be edited.

8.	Click the Save button to save modifications and close the Edit a Note page. The note is then updated.