🤓Xplan Hint: When your file notes need a new home

Did you know that you can move file notes between entities?

We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way!

In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to link/unlink the note from any entity.