How to create Private Notes

Last updated by Tom Inglis on December 06, 2021 08:00

Buyer Administrators and Contract Managers (for the specific Contracts in question) can create Private Notes against Contracts and their Benefits. The most recent note for each Contract or Benefit is visible to these users in the Download Contract and Benefit files.

Creating Private Notes

To create a Private Note on a Contract, click on Edit, then on My Contracts or All Contracts, then on the Contract you want to edit. Click on the Private Notes tab and type in the note in the Contract Note box and attach any documents that you want to, before clicking Create Contract Note.

To create a Private Note on a Benefit, click on Edit, then on Benefits, then on My Benefits or All Benefits, then on the Benefit you want to edit. Click on the Private Notes tab and type in the note in the Benefit Note box and attach any documents that you want to, before clicking Create Benefit Note.

Editing Private Notes

To edit a Private Note on a Contract, click on Edit, then on My Contracts or All Contracts, then on the Contract you want to edit. Click on the Private Notes tab and find the note you want to edit. Click on Edit and update the text and documents attached before clicking Save.

To edit a Private Note on a Benefit, click on Edit, then on My Benefits or All Benefits, then on the Benefit you want to edit. Click on the Private Notes tab and find the note you want to edit. Click on Edit and update the text and documents attached before clicking Save.