Create a note on a claim

To create a note on a claim, follow these steps:

1. Log into your Root dashboard.
2. Click on the Claims icon in the blue navigation bar on the left side of your screen. 
3. Search for and click on the claim that you want to edit.

4. Click on Create note in the top right.

5. Enter your note. You can tag your team members in a note by typing @ followed by their name. The tagged user will receive a notification in the Notifications panel on the Root Dashboard.
   
   Note: The tagged team member must have permissions enabled for Notifications to view their notifications. 
   
   Once you've entered your note, click Add note.

6. Your note will appear in the Notes tab on the far right of the screen, next to the Activity log. 

Note: On an added note, you can see the name of the user that added the note, as well as the date and time that it was added on the Notes log.