Edit notes

Use the following steps to edit notes in the Workpapers tab or Notes List tab of Engagement Manager.
  1. Open the note:
    • From the Workpapers tab, select the note in the Notes pane of the tab, then select
      Edit
      Edit in the Actions column.
    • From the Notes List tab, select the note in the Notes list, then select
      Edit
      Edit in the Actions column.
  2. Update the note, then select
    Save
    when you're done.

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close