Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
        • Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
          • 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
        • Surveys
        • Search
      • Setup
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      • Document Library
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    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
    • CONTACT US
       
          Help Section          

Editing a Note
 

1.       To edit a COI note, select the note you want to modify and click Edit. The Edit Note/Reminder popup window will be displayed.

 

 

2.       In the Edit Note/Reminder window, modify the Subject and Message field as needed.

3.       If you would like to convert the note into a reminder, place a checkmark beside Make a Reminder. See Using Reminders for more information.

4.       Click Save to save your changes.

 

 

Last Updated: April 22, 2011