How to manage your notes in a file

In your Quintalink files you have the ability to add in Notes that may be specific to that transaction. You are able to add in notes for any and all tabs in your file to help identify the relevancy to that note.

For example, if you need to leave a note in the file to notify users to get the binder for fire insurance you can leave a note specifically on the fire insurance tab, and select for the notes to open up automatically when opening the file to alert the user.

Adding a note

In your file along the bottom you will see a button that says "Notes"

When you click on this button a pop up with appear for you to enter your note. By default it will assign the note to which ever page you are currently on. 

For example if I am on the General Page the note will default to the General Page.

If I choose to assign the note to a different page, I will select which ever page I wish to assign the note to using the drop down menu. 

I will then type my note that I wish to add.

If I wish to have the notes pop up automatically upon login I will enable the toggle to "Show notes when the file is opened"

Once I am satisfied with my note I will select "Save" at the bottom.

Removing a note

If you have selected to have your notes show on opening. The full list view of all the notes in the file will appear as the "Show all" page. You cannot make edits to your notes from this page. 

If you wish to delete a note from the file, you will select the page that the note is attached to from the drop down menu and delete the note from the text box. 

In the example above, my note is on the parties page. So I will select "Parties from the drop down" delete the note, and save.