How do I edit a note?

To edit a note, you can follow these steps:

1. Click on the three dots located at the top right corner of the note.
2. Select the option "Edit" from the menu that appears.
3. The note will then open up, allowing you to make any necessary changes to it.

It is important to note that the ability to edit notes may vary depending on your role within the system. As an adviser, you will only be able to edit your own notes. However, if you are a System Admin, Manager, or Admin Assistant, you will have the ability to edit notes created by anyone. Additionally, any edits made to a note by these roles will be recorded in a track history, including the date and timestamp of the edits.