Notes

Introduction

The Notes page is where case-file documentation lives for each client: meeting recaps, underwriting notes, legal recommendations, and anything else you want recorded against the file. Every note is tied to the client. Any note can also be linked to a specific asset, debt, policy, or entity when the context matters.

What the page shows

The Notes page opens on your folders, with a list of notes below them. Open a folder to see the notes inside it, and use the back link at the top to return. Click a note to open it on its own page, and use Back to Notes to return to the list.

• Page header at the top with a New note button, plus buttons for creating a folder (or a sub-folder when you are inside one).
• Search and Filter below: a search box that matches titles and content, and a Filter menu with Starred and From a meeting. Search looks across every folder, while the filters apply within the folder you have open.
• Folders as tiles, each showing how many notes it holds. A folder’s menu lets you rename it, add a sub-folder, or delete it.
• Note list as a table with the note’s name, a preview of its content, and when it was last updated. A note linked to a record shows a badge naming it.
• Empty states reading No notes yet when the client has nothing on file, or No notes match your filters when search or filters are active.

Creating a note

Click New note from the Notes page. The note opens in a full-page editor with these fields:

• Title: free text, shown as Untitled note until you type one. A title and content are both required to save.
• Content: the body of the note, with formatting support for bold, italics, lists, and headings.
• Link to item: optional. See the next section.

Beside the writing area, a properties panel lets you star the note, set a folder, and add the date the note is about, which is separate from when it was created.

Click Save to commit the note. There is no auto-save to the server, so the note exists once you save, and not before. If you leave with unsaved changes, DNA keeps them as a draft in your browser so you can come back and finish.

Rewrite with Helix turns what you have written into a clearer, better-structured version and keeps your facts. It asks you to confirm first, replaces what is in the editor, and you can undo it right after. It also offers to shorten a note that is too long to save.

Linking a note to an asset, debt, policy, or entity

If a note only makes sense in the context of one specific thing, link it. On the note form, use Link to item and pick the record from the list, which is grouped into Assets, Debts, Policies, and Entities. Remove link clears it. The note then shows up in two places:

• On the Notes page, with a small badge naming what it is linked to.
• On the detail page of that asset, debt, policy, or entity, under the Notes section, where Add note starts a new note already linked to that record.

Finding a note

Three things narrow the list:

• Search: matches on both the title and the body content.
• Filter: Starred shows only notes you have starred, and From a meeting shows notes created from a meeting. Clear filters resets them.
• Folders: open a folder to see only the notes filed there.

Editing and deleting

Click any note in the list to open it. Edit in the top bar switches the note into the editor on the same page, with Save and Cancel. Delete asks for confirmation before removing the note. Deletions are permanent.

How notes feed the rest of DNA

Notes you add show up in two places outside of the Notes page:

• Recent activity feed on the client overview: each new or updated note creates an entry that links back to the note.
• Helix: the assistant reads notes when you ask it questions about a client, so the case-file details you record here inform the answers you get.