Administrators can add notes about specific applications directly in the platform. These notes will not show in Excel or PDF reports.


To begin adding a note:

  • Open an application and click the Notes button from the menu on the right.
  • Click Add Note to get started.

Individual application view. Notes button on right.

To fill in the content of the note: 

  • Type text into the box (optional)
  • Add a file from your computer (optional) 
    • Click the Browse Files button to open your file menu and select the file. 
    • Once uploaded, the file can be downloaded directly from the system at a later time.
  • Select if the note should be visible to you only, or also co-administrators.
    • Note: Super or Global admins will have access to the note regardless. This setting only applies to the visibility of other co-administrators who are not Super or Global admins on the specific opportunity.
  • Click Save Note.


Administrator view of note creation page

  • The completed note will be visible at any time by clicking the Notes button again. 
  • If multiple notes are added, the number of notes will show directly on the button.

Administrator view of completed note

Note: You can also add notes (including file uploads) to multiple applications at a time using the Batch Actions menu in the Data Grid. For full instructions, view this article.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.