Clients
Add client notes
Add notes for a client to help Everbility generate documents and answer questions.
Add notes
Once you have added a client start adding client notes. These can be session notes, previous reports, letters, etc. They don't have to be too well formed and can be a brain dump. Click on the Client Data
button and then click on Create New Note
.
![add client notes](/guides/_next/image?url=%2Fguides%2Fimages%2Fadd-client-note.png&w=1920&q=75)
You will be presented with our note taking editor. Write your note and add a title. The note will auto-save after beng edited. Click 'Close' when you're done to return to the Client page.
![client note editor](/guides/_next/image?url=%2Fguides%2Fimages%2Fclient-note-editor.png&w=1920&q=75)
Alternatively, you can immediately begin trascribing a note from the Client page by clicking Transcribe New Note
. This will open the editor with the transcription already recording.
![transcribe new note](/guides/_next/image?url=%2Fguides%2Fimages%2Ftranscribe-new-note.png&w=1920&q=75)
Tables
Your notes can also contain tables. You can add a table by clicking on Insert
in the toolbar and then Table
.
![table](/guides/_next/image?url=%2Fguides%2Fimages%2Fnote-table.png&w=1920&q=75)
When using Writer or Assistant
When using Writer or Assistant, you can also add notes by click on the Add New Note
button on the left navigation bar.
![add note writer](/guides/_next/image?url=%2Fguides%2Fimages%2Fadd-new-note-nav.png&w=1920&q=75)
Delete a note
Click the bin icon in the row of the note you wish to delete, then click Delete
in the pop-up.
![delete note](/guides/_next/image?url=%2Fguides%2Fimages%2Fdelete-note.png&w=1920&q=75)
![delete note](/guides/_next/image?url=%2Fguides%2Fimages%2Fdelete-note-2.png&w=1920&q=75)
Can't find what you are looking for? Reach out to mani@everbility.com