How do I find or add notes as a provider?

Recent notes

If a client creates a note associated with an employee/candidate that you are linked to, these notes will be available to you in the Recent Notes tab.

If you Click on the ‘Go to note’ button, this will open the Notes window, where you can view all notes and add further notes if required.


How to Add New Note and document


How to view any notes left by the client or provider: