Portal- How to Create Asset Notes

Created by Monique de Villiers, Modified on Mon, 26 Oct at 8:01 AM by Monique de Villiers

An asset note is used to record any important information or details you wish to retain about a specific asset. This may include general information relevant to the asset for future reference.


Navigation: Portfolio > Assets


  • Click on Portfolio, Assets


  • Choose the relevant asset you want to add a asset note to, Click on View


  • Scroll down to Asset Notes once in the asset, type in the information and Click on Save

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