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What does Save for Later do in the notes section?
What does Save for Later do in the notes section?

Creating Notes

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  • Functionality: The "Save for Later" feature allows you to save a draft of your note without finalizing it. This option is useful when you are not yet ready to complete the note or may need to add more information later.

  • Flexibility: You can return to the note at any time to make edits or add new information. This feature provides the flexibility to keep the note open for ongoing updates until you are certain no further changes are needed.
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  • Finalization: Once you are ready to finalize the note, you can mark it as complete. After a note is marked as complete, it cannot be edited directly; however, you can still append additional information through an addendum.
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  • Use Case: "Save for Later" is particularly useful in scenarios where ongoing client interactions require continuous note-taking, or when waiting for additional information before closing a note.

This functionality ensures that your documentation process is both flexible and accurate, allowing for detailed and up-to-date record-keeping in client management.

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