ADD ASSOCIATE NOTE TYPE
To add a new associate note type, click on the "Add Associate Note Type" link
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".
EDIT ASSOCIATE NOTE TYPE
To edit an associate note type, click on the edit pencil
Make your changes and click on the "Update" button.
VIEW ASSOCIATE NOTE TYPE
To view an associate note type, click on the magnifying glass
Preview of the Associate Note Type
DELETE ASSOCIATE NOTE TYPE
To delete an associate note type, click on the trash can
You will be asked if you are sure you want to delete. Click "OK" to confirm.
