Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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    • CONTROL PANEL
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          • Tenant COI
          • Vendor COI
          • Setting Up COI Management
          • Using COI Management
            • Adding a COI
            • COI Details
            • Policies and Compliance Tab
            • Messages Tab
              • COI Expiry Notification
              • Messages
              • Using Notes
                • Creating a New Note
                • Editing a Note
              • Using Reminders
            • History Tab
            • Renewing a COI
            • Deactivating a COI
            • COI and Assigning Work Orders
        • Property Inspections
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    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
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          Help Section          

Creating a New Note
 

1.       Click New Note/Reminder. The New Note/Reminder popup window will open.

 

 

2.       In the window that opens, enter a subject and a message for the note.

3.       Click Save.

 

 

4.       Your note will be displayed in the COI's Messages tab. All notes are marked with a  icon.

 

Last Updated: April 22, 2011