How to Add an Internal Note and Attachments in a Workflow
1. Open the Workflows area and choose the correct workflow 0:00
From the homepage, go to Workflows in the left-hand menu.
Select the workflow you want to update.
Example shown: a workflow under Chapter 13 Bankruptcy.
2. Navigate to the Internal Notes section 0:17
Inside the workflow, look under the Overview area.
You’ll see tabs such as Steps, Activity, Tasks, and Internal Notes.
Click Internal Notes to view or add notes for that workflow.
3. Add a new internal note 0:28
Click the plus (+) / Add Note button.
Enter the note message.
Choose the note type if needed, such as:
Phone
Email
Message
In-person chat
The note will also show the date and time it was added.
4. Attach files or links to the note 0:28
Add any relevant attachments, such as:
Images
Screenshots
Other files
You can also include a link, such as a website or Word document.
5. Save the note and confirm it appears 1:04
After filling out the note details, click to save/add the note.
The note will appear in the Internal Notes list with a timestamp.
You can return later to edit the note if needed.
6. Get help if needed 1:12
If you run into issues or have questions, press G on your keyboard.
Support will assist you.