How to add a note to a Product or Service.

You can add notes to a Product or Service to inform clients of any specific requirements related to that Product or Service.

With valid8Me you have the ability to include a personalised note when creating a Product or a Service and when interacting with clients using the mobile app.

To begin, access the Configuration section on the left-hand panel of the Online Portal. From there, navigate to the Product & Services tab. To create a new Product or Service, simply click on the "Create" button in the top right-hand corner of the screen.

At the end of the form, you will see the option to leave an optional note for your clients.

You can also add a note when sourcing documents through email. Simply click on the Source Documents button located at the top right corner of any section within the Overview section on the left-hand panel.

After entering the email address and choosing the Product/Service, you have the option to include a note.

You can also include a note when requesting additional documents from a client who already exists in the system. To do this, go to the Vault Hub section on the left-hand panel, select the client you want to send the Product/Service to and click on the Query option within the online vault.

Click on the Query button and select the new product/service you require. You will then see the optional note appear.

Your clients will see the Product/Service request within 'My Actions' on the valid8Me App. Once they click on it, the note will be displayed above the required documentation as shown below.