ADD ASSOCIATE NOTE TYPE
To add a new associate note type, click on the "Add Associate Note Type" link
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Enter the required information and click "Add". If you do not want a work basket item for this note type, click the "Do not generate WB task".
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EDIT ASSOCIATE NOTE TYPE
To edit an associate note type, click on the edit pencil
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Make your changes and click on the "Update" button.
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VIEW ASSOCIATE NOTE TYPE
To view an associate note type, click on the magnifying glass
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Preview of the Associate Note Type
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DELETE ASSOCIATE NOTE TYPE
To delete an associate note type, click on the trash can
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You will be asked if you are sure you want to delete. Click "OK" to confirm.
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