Mark up any Package Review sheet on screen
The mark-up tools that arrived on the Opening Package Review are now on the Post-Appointment, Closing Package and Small Estates sheets too:
- + Add note drops a yellow sticky note on the sheet. Drag it by the strip along its top to sit beside whatever it refers to, type in it, and click the × in its corner to remove it.
- Attorney Notes, near the bottom of the sheet, has space for your name, the date and any longer comments. Unlike the sticky notes it stays in one place, and it always prints.
- Save a copy puts a new file in your Downloads folder with annotated in the name. Open that file next time and your notes are still there, still editable, ready to add to.
- ? opens a short how-to panel that walks through all of it.
Your notes are kept only once you click Save a copy.
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