Notes on files

Notes are for internal use only and are not visible to the client. They allow you to record context and specific information regarding the client contact, rates, or the flow of the event.

Notes on files help document the commercial follow-up of a file and can also be used for internal team communication.
You can find them on each file’s thumbnail and within the files extracts

To create a new note, simply click on the icon above, then:

The file management panel will open, allowing you to edit the content of the note (add content, remove it, or make modifications) :