### Fund and document notes

A note is specific to a **_fund_** in combination with **_document_ _type_** _-_ but it applies to all date periods _._

Example: You add a note to the Q1 _performance report_ for _Fund ABC_; this note will then also appear on Fund ABC’s performance report in Q2, Q3 and so on. This allows you to pass on important knowledge from quarter to quarter.

#### Who can create or edit notes

**‍** Currently, any user has permission to add or edit notes. **‍**

#### How to create a fund note

On any document validation screen, click the ellipsis action button \[•••\], then ‘Add or edit note’.

Note: For multi-fund documents, you can leave a note for any of the funds involved: Simply select the correct fund name from the dropdown;

#### How to edit a fund note

**‍** Click on the ellipsis action button \[•••\] or click on the banner at the top to open the note – then click the EDIT button. After editing, click UPDATE.

All edits or deletions are auditable – simply click the View history link below the text area;

#### How to delete a fund note

Go to edit the note and delete all text, then click UPDATE; the note banner will disappear from the document;

Note: Fund notes are available for these document types: Performance reports, Capital Account Statements, Cashflow notices