Create a note on a policy

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Notes can be found next to the Activity log of a policy. If any notes have been added to the policy, you’ll 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.



A new note can be added to a policy as follows:

1. Click the Actions menu on the policy that you’d like to add the note to.


2. Click Create note.

3. Add the details of the note.

4. Once you've entered your note, click Add note.



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