Add and Delete Note Examples

One of the primary functions of creating and maintaining a Firm Library is adding disclosure note examples to a library and organizing them by topic.

To add a note to a Firm Library
:

Open the Firm Library application from your desktop:

Use File > Open
to open the Firm Library you want to work with ... (or create a new Library: File > New
).

Click the Add New Note
button at the bottom of the center pane. (You can also select Add New Note
from the Insert
menu.)

The Add New Note
window opens. Type the title of the note in the Enter Disclosure Title
field.

Select the topics you want to assign to the note by clicking in the Assigned Topics
field. A selection window will open.

Click the check box next to every topic you want to assign to the disclosure note.

Type the text of the disclosure note in the provided field. (Use the provided toolbar to format the note text.)

Click OK
to save the note. The new note will display in the Navigation pane under the topics it was assigned to.

To delete a note from a Firm Library

Open the Firm Library application from your desktop.

Use File > Open
to open the Firm Library you want to work with.

Locate the note you want to delete in the Navigation pane.

Right-click the note title and select Delete Note
from the pop-up menu.

Click OK
on the confirmation window.