View and edit contract or budget notes

If your organization uses the optional Contracts feature, you can access notes saved for a contract, contract language, or a budget when needed. You'll also have the ability to edit a note, if necessary.

  1. From the site details page, click the contract item placeholder to display the contract modal.
  2. Click the Contract, Budget, or Contract Language tab at the top of the modal.
  3. To see all saved notes, click the Notes tab.
  4. To edit a note, click Edit next to the entry you want to change.
  5. After editing, click Save.