What Folder Notes are for
Folder Notes are an information board for the users of one folder. Anything you write there is visible to everyone who works in that folder. Typical uses:
Instructions on how to code invoices in standard cases, and how to handle edge cases
Contact details for the client or for specific suppliers
Internal process notes
Anything else your team should know about this folder
Where to find Folder Notes
Open the folder, then choose Folder Notes next to Folder Menu.
How to edit Folder Notes
Click Edit, type or change the text, then click Save.
Folder Notes and Contact Notes
Folder Notes apply to the whole folder. Contact Notes apply to one supplier or customer contact. Use a Contact Note when the information only matters for documents from that contact, for example a reminder about how a particular supplier invoices you.
Learn more about Contact Notes.