Add Folder Notes

You can add notes to any folder level in the WorkSmart file structure, which means you can add specific notes to any folder. For example, suppose you process a claim that has multiple claimants. You could create a folder for each claimant and add notes to each folder so that the notes related to one claimant are not combined with the notes regarding another claimant.

1. In an open file, open the folder to which want to add notes. Existing folder notes are displayed here as well.
2. Click Add Note.

3. Enter the text of your note in the editor.
4. Click Add Note to save your note or Cancel if you do not want to save the note.

You can format the text of the note to meet your needs using the icons on the toolbar. The functionality is very similar to that of a typical word processor; therefore, the formatting options will not be defined here. You can point at the icons to see a tooltip to help you identify the functionality of each one.