ShareNote

Universal: Submit Universal Notes

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PERMISSIONS REQUIRED: All Access Levels can submit notes.

Hover over the Note Center tab in the Navigation Bar.
Select Universal Note from the drop-down, and select Create New Note.
Select Note Type from drop-down. NOTE: Universal Notes may have many different names.
Select Client Name(s) as applicable.
Click Submit button.
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.
Click Submit.

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