How to Add Meeting Notes to Client Profile | Scribe

    How to Add Meeting Notes to Client Profile

    • 11 Financial |
    • 17 steps |
    • 48 seconds
    1
    Navigate to [https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard](https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard)
    2
    Click the "Search" field.
    3
    Enter your client's name in the search field
    4
    Select your client from the dropdown. In this example, we are using "CLAUDIA VALLADARES"
    5
    Click "New"
    6
    Click "New Note"
    7
    Click this field.
    8
    Title your new note, example used below simply uses the date of the meeting:
    9
    This is where you will enter your meeting notes.
    10
    If you'd like to attach supporting document, you can do so by clicking here:
    11
    These are your options for attaching a file to the meeting note:
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    Click "Save+Close"
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    Your meeting note has been added and will show up in this section:
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    You can also access meeting notes by clicking here:
    15
    Click "Notes"
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    Click on the new note, in this example it is "Notes for 2/20/24 Meeting"
    17
    The new meeting note will open as shown below: