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How to add notes under post sites and guard profiles?

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Notes come in handy when you want to save important information about the post site and share it across your team.

So, follow these steps to add notes under post sites or guards.

Step 1:  To get started, first of all, click on the Clients from the menu and select Post Sites. From the drop-down menu select the client or the category of the site for which a note needs to be added. Subsequently, click on the Action button next to that post site and then select Edit.  

Add Notes

 

Step 2: Select Notes on the post site page. To edit a note click on the Action button next to the post site and select edit.

Add Notes

 

Or, to add new a note simply click +New Note on the top right-hand corner, enter all the necessary details and hit Submit. There you have it, you have just added new note under the post site.

Add Notes

 

To add a note under a guard profile simply click on guards menu from the left and follow the same process.

You can further check the step-by-step tutorial on our youtube channel by clicking here. (link)  
If you have any more questions, please feel free to contact us anytime by simply starting a live chat with us using our chatting system.

 

How to add notes under post sites and guard profiles?

Notes come in handy when you want to save important information about the post site and share it across your team.

So, follow these steps to add notes under post sites or guards.

Step 1:  To get started, first of all, click on the Clients from the menu and select Post Sites. From the drop-down menu select the client or the category of the site for which a note needs to be added. Subsequently, click on the Action button next to that post site and then select Edit.  

Add Notes

 

Step 2: Select Notes on the post site page. To edit a note click on the Action button next to the post site and select edit.

Add Notes

 

Or, to add new a note simply click +New Note on the top right-hand corner, enter all the necessary details and hit Submit. There you have it, you have just added new note under the post site.

Add Notes

 

To add a note under a guard profile simply click on guards menu from the left and follow the same process.

You can further check the step-by-step tutorial on our youtube channel by clicking here. (link)  
If you have any more questions, please feel free to contact us anytime by simply starting a live chat with us using our chatting system.

 

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