Hi  – update on adding NOTES options on first and last steps in the filing workflow.  New option/box is there you might have seen.

NotesOptions1

Adds the NOTE into the Filing process wizard, on SAVE, the note is created and added to the FILING in the NOTES Tab.  Now, can log those incoming (where did renewal come from notes, and also the how/where sent out notes you wanted to add during the process).  Hope this takes out those added steps to add those important notes to the process.

Have great day, DJS