This article applies to:

Create a review note

Follow these steps to create and assign a note for an engagement, folder, or workpaper.

In Engagement Manager, open the engagement.

In the Workpapers
tab, select the engagement, folder, or workpaper you want to add a note to.

Select Add

, then Note
.

Select a Priority
and Status
, then enter a subject.

Enter the note text and select Save
when you're done.