Please bring back the notes button.
This was handy while tracking, at a glance, what agreements have been downloaded and processed according to our internal process. "Create a copy" isn't useful when a template is used for agreements.
10
votes
Kathleen Tomas
shared this idea
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Michelle
commented
Agreed, lack of visibility of which agreements have a note attached has eliminated our at-a-glance ability to ID which agreements have finished internal processing. Determining whether an item has a note now requires 3 clicks for each agreement: (1) select the agreement, (2) click "See More" on the Actions list, and (3) click Add Note to view whether the note is empty or not. I used to be able to ID a note was present just by scanning the list of agreements! For anyone using the notes feature in volume, this is a major downgrade.