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