Notice a difference:

Folder notes are empty

Someone has left a note!

Folder notes allow you to create an information bulletin for the users of your folder. It can be anything that you can write down:

  • Set of instructions on how to handle invoice coding in standard cases or how to handle edge cases

  • Contact information in case you need to contact clients or certain suppliers

  • Internal process notes

  • Or anything else that you want to share with your team regarding the actual folder

Access Folder notes directly from the Folder:

Or from the Folder menu

Folder notes are really easy to use. Just click Edit to enter some text and click Save when you finish editing.

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