Edit Notes (Public and Private)

You can edit notes (public and/or private) depending on your profile settings that were set for your permissions as a user to the system.

To edit notes entered in the system, this can find under the "Admin" tab in a file, as you scroll to the bottom of the page. You will see the entries and there's a pencil icon to edit the notes entered.

If you don't have the admin tab, turn it on via the company settings--> File display order


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