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Universal: Submit Universal Notes

  • August 13, 2025
  • 0 replies
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Ensora Education Team
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PERMISSIONS REQUIRED: All Access Levels can submit notes.

 

  1. Hover over the Note Center tab in the Navigation Bar.
  1. Select Universal Note from the drop-down, and select Create New Note
  1. Select Note Type from drop-down.

    NOTE: Universal Notes may have many different names.

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  1. Select Client Name(s) as applicable.
  1. Click Submit button.
  1. Enter appropriate information in each mandatory field. Your notes will automatically save as you work.

    NOTE: Mandatory fields will differ according to selected Note Type. Read Note instructions, paying attention to callouts and alerts.

  1. Click Submit
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