How do I add files to Notes?

Follow the steps below to successfully attach files to Notes.

1. Click the Notes tab and scroll down until you see the Add File box.

2. Click Add File, and a box will appear. Select the file you would like to upload to your Notes, and hit the Open button.

3. Your file will then appear beneath the Notes text box. You will need to add text inside the text box in order to save the note, then click Save Note.

4. You will then see your file listed. All done!


Are any of my changes Autosaved?

Notes Tab

Why can't my Client see the notes I made?

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