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Create a review note

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

Open in to Engagement Manager.

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.

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Article, 1 min read