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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 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 +;
    LSS3.png
  4. Once the comment has been entered click Create to save;

  5. Each comment is referenced once created; 
    LSS1.png

  6. A summary of comments will appear at the bottom of Lead Schedule Summary or Lead Schedule;
    LSS2.PNG

 

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