Reply to notes

You can reply to notes to create child notes in Engagement Manager.
  1. Open the note you want to reply to. Double-click the note in the Workpapers tab or the Notes List tab.
  2. Select
    Reply to Note
    Reply to note in the Actions column for the note.
  3. Add your response to the text area. Use the toolbar for the editing pane to cut, copy, paste, and format the reply.
  4. Select
    Save
    when you're done.

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