Internal notes help guide colleagues, explain tricky clauses, or flag sections, making sure contracts are filled out and reviewed correctly before sending.
You can create internal notes in your templates that only your team can see. This is a very helpful way to make sure your templates are used in the right way by those issuing it.
In the toolbar at the top, click Insert and select Internal Notes:
This feature is perfect for highlighting or drawing attention to specific parts of your document. As the name suggests, an internal note is visible only to your team and won’t appear when you issue the contract.
Many users add internal notes to:
Guide each other in filling out contracts correctly
Add reminders
Explain clauses
Flag sections that need review before sending