Notes

This article will show you how to store notes in your Passport.

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Open a Passport from the Passports page and click the "Notes" tab.

You may need to click the three dots on the right side of the tabs menu to see the Files tab, especially if you are on a mobile phone.

The "Notes" tab is where you can take notes on anything to do with your case. You can take notes on calls with service providers or check to see if your service provider has left you a note.

How to add a note

1. On the "Notes" tab, click the "Add New" button on the upper right of the screen.

2. Write a note name to help you remember what the note is about. A note name must be entered.

3. The "Note Details" field is optional. You can write as much as you would like.

4. Click the "Save" button .

5. After clicking "Save", you'll return to the "Notes" tab.

6. To add more notes, repeat steps 1 through 4.

How to view a note

1. On the "Notes" tab, you will see a rectangle for each note. The rectangle displays the note name and the date the note was added.

2. Click on a note to open it and view the details.

3. To go back to the "Notes" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."

How to edit a note

1. On the "Notes" tab, you will see a rectangle for each note. The rectangle displays the note name and the date the note was added.

2. Click on a note to open it and view the details.

3. Click the "Edit" button .

4. Make changes to the Note Name or Note Details.

5. Click the "Save" button to save your updates.

6. To go back to the "Notes" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."

If you've started editing a note but decide that you don't want to keep the changes, click the "Cancel" button .

How to delete a note

1. On the "Notes" tab, you will see a rectangle for each note. The rectangle displays the note name and the date the note was added.

2. Click on a note to open it and view the details.

   • On a computer 🖥️, click the "Delete" button .

   • On a mobile phone📱, click the three dots to the right of the "Edit" button to reveal the "Delete" button. Click the "Delete" button .

3. Once you've clicked the "Delete" button, a box will pop up to confirm that you want to delete the note. If you are sure you want to delete the note, click the "Delete" button . If you are not sure, click the "Cancel" button .

4. Once you click "Delete" the 2nd time to confirm that you want to delete the note, you may be directed to the "My Profile" tab in your Passport. To keep working on your notes, click on the "Notes" tab.