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Internal Notes on Form and PDF Engagements
Internal Notes on Form and PDF Engagements

Collaborate with your colleagues by adding notes to engagements that are viewed only by PreciseFP users on your subscription

Updated over 5 months ago

Form Engagements:

Navigate to Engagements > All Engagements (under Form Engagements), then click on the existing engagement to open Engagement details:

Alternatively, click to 'View/Edit engagement':

And select 'Notes' from the menu at the bottom of the engagement preview:

Once added, a Note can be edited or deleted by the original author or the Administrator of your PreciseFP subscription by clicking the caret:

PDF Engagements:

Navigate to Engagements > All Engagements (under PDF Engagements), then click on the existing engagement to open Engagement details:

Once added, a Note can be edited or deleted by the original author or the Administrator of your PreciseFP subscription by clicking the caret:

Keywords: Internal, Notes, Engagements, PDF, Form, collaborate, collaboration

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