Add a Note

Notes are a great way to attach messages to documents. To add a note, follow the instructions below:

1) Click 'Notes' above the document.

2) Write your note in the description field.

3) Click 'Save' when you are done writing your note.

Notes will not be published with the document to integrations. Notes are for internal Hubdoc purposes only.

Next Step: Add a note to an emailed document

Next Step: Add a Tag

Was this article helpful?
1 out of 1 found this helpful
Questions? Raise a case on Xero Central. If you don't have a Xero login, click here.