Edit/Delete a Note:
You can edit the note by clicking on the edit icon (green pencil) in the top right corner.
In edit more you can make changes to all the sections this icon appears
After editing, you can save your changes by clicking the Save button in the top right corner.
We highly encourage advisors to edit the note within the Zeplyn app as that enables us to track the modifications and this feedback loop automatically improves notes generated in future.
You can delete the full note in edit mode by clicking the Delete icon in the top right corner.
For additional questions, please reach out to support@zeplyn.ai.