Creating a new File note category

The Add New File Note Wizard guides you through the process of creating a new File note type, to which you can assign text.

Choose this icon from the available options in the Client Attributes section of the Client Navigator. The wizard instructs you that you are about to create a new File note type. Select Next to begin. You are asked to select one or more Client types that the File note will apply to and to Enter a name for the File note. These are explained in the Wizards section of Key concepts of Control Centre.

You have now created a new File note category. The wizard instructs you to select Finish to complete the task, or select Cancel to abandon the creation of the category.