To create a note on a policy, follow these steps:
- Log into your Root dashboard.
- Click on the Policies icon in the blue navigation bar on the left side of your screen.
- Search for and click on the policy that you want to edit.
- Click on the ellipses menu in the top right.
- Select Create note.
- Once you've entered your note, click Add note.
- Your note will appear in the Notes tab, which you can find next to the Activity log of a policy on the right side of your screen.
Note: For each note added, you can see the name of the user that added the note, as well as the date and time that it was added to the Notes log.