Noted

At the core of Noted is a system for taking comprehensive structured records.

A quick introduction to records

Filter through the type of records you want to work on or see

One or more client records can be printed or exported to .pdf from within Noted

How to add records to your clients within Noted

Upload documents and images to clients and use folders to organise files

Reminders provide an opportunity to better support your clients.

How to create client letters within Noted

Quickly write down client information with a note

How to make changes, complete and permanently remove client records you have created

Link client records together in Noted by using follow-up records

Take ownership of another user’s record to make required changes

Grant or deny access to client records for teams or specific users and override access rules when required

Create a custom design with text, images, and links