Modifying Notes

You can modify a note that you created yourself and add additional information. You cannot modify a note once it is marked as "Read". You cannot modify a note created by someone else, especially those received from the financial institutions.

To modify a note or a task

1.Select a file in your list of files.

2.Click the Notes button. This will display the list of notes for this file.

3.Click to select a specific note or task and display the text.

4.Click the Edit icon to open the Note dialog box in editable mode.

5.You can modify the text of the note (Note) or the task (Task) and add additional information.

6.Click the Save button to save your modifications and close the Note dialog box.
The note is then updated with your modifications.

 You can only modify a note that you created yourself and as long as the note is not marked as "Read". In the other cases, the modify function is not available.