Adding Comments to Lead Schedule Summaries and Lead Schedules

To add comments to Lead Schedule Summary and Lead Schedule simply:

1. Ensure you are in the Working Paper Index of the file;
   
   
2. Select the Lead Schedule Summary or Lead Schedule;
   
   
3. Next to the account you wish to add a comment to click on +;
   
4. Once the comment has been entered click Create to save;
   
   
5. Each comment is referenced once created; 
   
   
   
6. A summary of comments will appear at the bottom of Lead Schedule Summary or Lead Schedule;