Adding and Pinning a Notes in Loop

Article Purpose: This article provides a step-by-step guide on how to add and pin notes to files within the Loop platform.

Steps:

1. Open the File:

   • Begin by opening the desired file within the Loop platform. (e.g., an appraisal file)

2. Locate the "Add Note" Button:

   • Look for the "Add Note" button, typically located in the top right-hand corner of the file interface.

3. Create the Note:

   • Click the "Add Note" button.
   • A text box will appear, allowing you to type your note.
   • Enter the desired note content.

4. Save the Note:

   • After typing your note, click the "Save" button.

5. Verify the Note:

   • The saved note will appear in the "Notes and Activity" section of the file.
   • Review the "Notes and Activity" section to confirm that your note has been successfully saved.

6. Pin the Note (Optional):

   • To pin the note to the top of the file, locate the three vertical dots (ellipsis) next to the saved note.
   • Click the ellipsis to open a menu.
   • Select the "Pin this note" option.

7. Confirmation:

   • The note will now be pinned to the top of the file, ensuring it remains easily accessible.

Support:

• If you have any questions or require further assistance, please contact the Loop support team at support@loop.software.