> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> Notes capture conversations and decisions on a loan record, with each entry timestamped and attributed to the author for a full audit trail.

## Where notes appear

Notes are accessible from two places on the loan detail page:

1. **Notes slide-out sheet** -- Click the **Notes** button in the loan detail page header. A side panel slides out from the right, showing the full note history and the add-note form. This lets you view and add notes without leaving the current tab.

2. **Loan detail data** -- Notes are loaded as part of the loan detail and are available to all tabs.

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## Viewing note history

Notes are displayed in reverse chronological order (newest first). Each note shows:

* **Message** -- The note text
* **Author** -- The name of the team member who wrote the note
* **Timestamp** -- When the note was created, formatted as a full date and time

If no notes have been added yet, a "No notes yet." message is displayed.

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## Adding a note

### From the slide-out sheet

1. Click the **Notes** button in the loan detail page header.
2. The notes panel slides out from the right.
3. Type your note in the text area at the bottom.
4. Click **Add Note**.
5. The note appears immediately at the top of the list.

### From the notes section

1. Scroll to the notes section (if displayed inline on a tab).
2. Type your note in the text area.
3. Click **Add Note**.

The note is attributed to the currently logged-in user. The text area requires at least one non-whitespace character.

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## Deleting a note

To delete a note, click the **X** button on the right side of the note card. The deletion takes effect immediately and cannot be undone.

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## How notes are organized

* **Company-scoped:** Only team members within your company can view loan notes.
* **Author tracking:** Each note shows the name of the employee who wrote it.
* **Chronological ordering:** Notes are sorted by creation date, newest first.
* **No editing:** Notes cannot be edited after creation. Add a new note with the correction if needed.

## Best practices

* Use notes to record borrower communications, underwriter conversations, and internal decisions.
* Add a note when changing a loan's status to explain why the status changed.
* Note any exceptions or unusual circumstances on the loan for future reference.
* Notes serve as an audit trail -- they are especially useful when multiple team members are working on the same loan.