---
title: Notes
description: This article provides information on notes in Appulate.
---

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1. [Help](https://help.appulate.com/en/knowledge?hsLang=en)
2. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en)
3. [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages)

# Notes

This article provides information on notes in Appulate.

- [Overview](https://help.appulate.com/en/knowledge/notes#overview)
- [Internal and shared notes](https://help.appulate.com/en/knowledge/notes#internal-shared)
- [Notes on quote requests and policies](https://help.appulate.com/en/knowledge/notes#notes-on-quote-requests-and-policies)
- [Notes on markets](https://help.appulate.com/en/knowledge/notes#notes-on-markets)
- [Notes on the insured](https://help.appulate.com/en/knowledge/notes#notes-on-insured)
- [Notes on agencies](https://help.appulate.com/en/knowledge/notes#notes-on-agencies)
- [Notes on the InsuredConnect and sent questionnaires](https://help.appulate.com/en/knowledge/notes#insuredconnect-and-questionnaires)
- [Adding, editing, deleting notes](https://help.appulate.com/en/knowledge/notes#adding-editing-deleting) 
    - [Adding a note](https://help.appulate.com/en/knowledge/notes#adding)
    - [Editing a note](https://help.appulate.com/en/knowledge/notes#editing)
    - [Deleting a note](https://help.appulate.com/en/knowledge/notes#deleting)

### Overview

In Appulate, you can leave notes on:

- [quote request and policy records](https://help.appulate.com/en/knowledge/notes#notes-on-quote-requests-and-policies);
- [markets](https://help.appulate.com/en/knowledge/notes#notes-on-markets);
- [the insured;](https://help.appulate.com/en/knowledge/notes#notes-on-insured)
- [selected agencies](https://help.appulate.com/en/knowledge/notes#notes-on-agencies) (for market users);
- [InsuredConnect and sent questionnaires](https://help.appulate.com/en/knowledge/notes#insuredconnect-and-questionnaires).

With Appulate's notes, you can bring more collaboration into your workflow and make sure everyone is on the same page.

Notes appear in real time and can be used as a live chat for your company. While most notes are strictly [internal](https://help.appulate.com/en/knowledge/notes#internal-shared) (only available within your company), some notes can be [shared](https://help.appulate.com/en/knowledge/notes#internal-shared).

### Internal and shared notes

In Appulate, notes can be internal or shared:

- Internal notes are only available within your company. Any of your company's users can [edit](https://help.appulate.com/en/knowledge/notes#editing) or [delete](https://help.appulate.com/en/knowledge/notes#deleting) these notes. Other companies' users cannot view these notes.
- Shared notes are available to all users who open this quote request or policy. If you add a shared note, users from your company can also [edit](https://help.appulate.com/en/knowledge/notes#editing) or [delete](https://help.appulate.com/en/knowledge/notes#deleting) it. Other companies' users will only be able to view these notes.

You can only leave shared [notes on quote requests and policies](https://help.appulate.com/en/knowledge/notes#notes-on-quote-requests-and-policies) by [adding a note](https://help.appulate.com/en/knowledge/notes#adding) on the **Shared** tab.

Note: When a quote request [becomes a policy](https://help.appulate.com/en/knowledge/policy-binding?hsLang=en), all the notes made for this quote request are available for the policy. All the access rights are kept.

### Notes on quote requests and policies

You can leave [internal and shared](https://help.appulate.com/en/knowledge/notes#internal-shared) notes for a quote request or policy record on the **Notes** sidebar. To open it, click the **Notes** button ![2024-01-09\_14-11-59 Notes icon](https://help.appulate.com/hs-fs/hubfs/2024-01-09_14-11-59%20Notes%20icon.png?width=25&height=24&name=2024-01-09_14-11-59%20Notes%20icon.png):

- on a quote request's [summary](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en#summary) in the upper-right corner of the **Quote request** and related pages;

[![internal and shared notes on the Quote request page](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-36-21%20notes.gif?width=688&height=319&name=2024-02-21_14-36-21%20notes.gif)](https://help.appulate.com/hubfs/2024-02-21_14-36-21%20notes.gif?hsLang=en)

- in the upper-right corner of the [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#actions) and the [Prior quote request page](https://help.appulate.com/en/knowledge/prior-quote-request?hsLang=en).

[![Policy notes](https://help.appulate.com/hs-fs/hubfs/2024-09-09_19-56-44%20policy%20notes.gif?width=688&height=301&name=2024-09-09_19-56-44%20policy%20notes.gif)](https://help.appulate.com/hubfs/2024-09-09_19-56-44%20policy%20notes.gif?hsLang=en)

 If your company has at least one note for a quote request or policy, the **Notes** icon will indicate this with a dot: ![2024-02-06\_17-47-18 notes icon](https://help.appulate.com/hs-fs/hubfs/2024-02-06_17-47-18%20notes%20icon.png?width=23&height=22&name=2024-02-06_17-47-18%20notes%20icon.png).

### Notes on markets

You can leave [internal notes](https://help.appulate.com/en/knowledge/notes#internal-shared) on markets on the **Internal notes** tab. To open it, click the **Internal notes ![2024-01-10\_15-44-00](https://help.appulate.com/hs-fs/hubfs/2024-01-10_15-44-00.png?width=20&height=17&name=2024-01-10_15-44-00.png)** (for markets with [messages](https://help.appulate.com/en/knowledge/send-direct-messages-in-appulate?hsLang=en) configured - **Messages & notes** ![2024-01-10\_15-43-20 messages and notes](https://help.appulate.com/hs-fs/hubfs/2024-01-10_15-43-20%20messages%20and%20notes.png?width=25&height=22&name=2024-01-10_15-43-20%20messages%20and%20notes.png)) button on:

- the [Quote request page](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en);

[![internal note](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-42-10%20internal%20note.png?width=688&height=319&name=2024-02-21_14-42-10%20internal%20note.png)](https://help.appulate.com/hubfs/2024-02-21_14-42-10%20internal%20note.png?hsLang=en)

- the **Quotes** \> **All Active** page.

[![notes on quotes - all active page](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-45-48%20notes%20on%20quotes%20all%20active.gif?width=688&height=316&name=2024-02-21_14-45-48%20notes%20on%20quotes%20all%20active.gif)](https://help.appulate.com/hubfs/2024-02-21_14-45-48%20notes%20on%20quotes%20all%20active.gif?hsLang=en)

- a policy's [Prior quote request page](https://help.appulate.com/en/knowledge/prior-quote-request?hsLang=en).

[![Prior quote request page](https://help.appulate.com/hs-fs/hubfs/2024-04-09_17-45-37.png?width=688&height=301&name=2024-04-09_17-45-37.png)](https://help.appulate.com/hubfs/2024-04-09_17-45-37.png?hsLang=en)

All changes you make will be synchronized in real-time. For example, you can add a note on a market on the **Quote request** page and then change it on the **Quotes** \> **All Active** page (and vice versa). No record will be lost.

If your company has at least one note for a market, its **Internal notes** (**Messages & notes**) button will indicate this with a dot: ![notes with ind (1)](https://help.appulate.com/hs-fs/hubfs/notes%20with%20ind%20(1).png?width=21&height=20&name=notes%20with%20ind%20(1).png).

Note: These notes aren't available to [viewers](https://help.appulate.com/en/knowledge/viewers?hsLang=en).

### Notes on the insured

You can leave [internal notes](https://help.appulate.com/en/knowledge/notes#internal-shared) on the insured in the **Internal notes** field of the [Insured page](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en):

- When you [create a new insured](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#new-insured), you can add **Internal notes** on the **Create new insured** page.
- Added **Internal notes** will be available in the **Profile** section of the **Insured** page.
- To edit **Internal notes** for an [existing insured](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#existing-insured), navigate to their **Profile** section and click **Edit. Internal notes** are part of the **Edit insured** dialog**.**

[![internal notes](https://help.appulate.com/hs-fs/hubfs/2024-02-13_16-33-01%20internal%20notes.gif?width=688&height=324&name=2024-02-13_16-33-01%20internal%20notes.gif)](https://help.appulate.com/hubfs/2024-02-13_16-33-01%20internal%20notes.gif?hsLang=en)

### Notes on agencies

Market users can leave internal notes on selected agencies on the **Notes** tab:

1. Open a selected agency's page (**Agencies** \> **Selected** \> click the agency's name).
2. Click the **Notes** tab. 
3. Type in your note and click **Save**. If you want to edit it, just edit the text and click **Save**. 

[![Notes on an agency](https://help.appulate.com/hs-fs/hubfs/2024-01-10_18-42-14-1.png?width=688&height=271&name=2024-01-10_18-42-14-1.png)](https://help.appulate.com/hubfs/2024-01-10_18-42-14-1.png?hsLang=en)

### Notes on the InsuredConnect and sent questionnaires

Users can also leave notes when filling out the:

- [InsuredConnect](https://help.appulate.com/en/knowledge/appulate-insured-connect?hsLang=en) questionnaire;
- [questionnaires sent](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete?hsLang=en#notes) from the **Insured** tab and Market Smart Q&A (Quote Smart Q&A).

These questionnaires include a page for leaving notes and questions for the agent or underwriter. It opens after the user clicks **Next** in the questionnaire.

The notes left on this page will be displayed in the email to the agent (InsuredConnect) or the questionnaire's sender. The email is sent once the user clicks **Complete & send**.

[![InsuredConnect notes](https://help.appulate.com/hs-fs/hubfs/2024-02-06_14-44-27%20insuredconnect%20note.png?width=688&height=301&name=2024-02-06_14-44-27%20insuredconnect%20note.png)](https://help.appulate.com/hubfs/2024-02-06_14-44-27%20insuredconnect%20note.png?hsLang=en)

### Adding, editing, deleting notes

Note: [Notes on the insured](https://help.appulate.com/en/knowledge/notes#notes-on-insured), [agencies](https://help.appulate.com/en/knowledge/notes#notes-on-agencies),<https://help.appulate.com/en/knowledge/notes#notes-on-agencies> and [questionnaires](https://help.appulate.com/en/knowledge/notes#insuredconnect-and-questionnaires) are managed differently from the rest. The below steps are for managing [notes on quote requests and policies](https://help.appulate.com/en/knowledge/notes#notes-on-quote-requests-and-policies), as well as [markets](https://help.appulate.com/en/knowledge/notes#notes-on-markets).

#### Adding notes

[![adding a note](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-48-33%20adding%20a%20note.gif?width=688&height=319&name=2024-02-21_14-48-33%20adding%20a%20note.gif)](https://help.appulate.com/hubfs/2024-02-21_14-48-33%20adding%20a%20note.gif?hsLang=en)

To add a note:

1. Navigate to the page you want to add a note on.
2. Click the **Notes** (**Internal notes**)button ![2024-01-10\_15-44-00](https://help.appulate.com/hs-fs/hubfs/2024-01-10_15-44-00.png?width=22&height=19&name=2024-01-10_15-44-00.png)(for markets with [messages](https://help.appulate.com/en/knowledge/send-direct-messages-in-appulate?hsLang=en) configured - the **Messages & notes** button![2024-01-10\_15-43-20 messages and notes](https://help.appulate.com/hs-fs/hubfs/2024-01-10_15-43-20%20messages%20and%20notes.png?width=25&height=22&name=2024-01-10_15-43-20%20messages%20and%20notes.png)). 
3. On the opened sidebar, type your note in the text field at the bottom. Press "Enter" or click **Send ![2024-01-09\_15-04-33 send button](https://help.appulate.com/hs-fs/hubfs/2024-01-09_15-04-33%20send%20button.png?width=25&height=22&name=2024-01-09_15-04-33%20send%20button.png)** next to the field.
4. The note will be added to the sidebar with the author's name and creation date.

The **Notes** icon will also change to ![2024-02-06\_17-47-18 notes icon](https://help.appulate.com/hs-fs/hubfs/2024-02-06_17-47-18%20notes%20icon.png?width=23&height=22&name=2024-02-06_17-47-18%20notes%20icon.png) to indicate that a note is available:

![2024-02-21\_14-49-38 new note indicator](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-49-38%20new%20note%20indicator.png?width=688&height=158&name=2024-02-21_14-49-38%20new%20note%20indicator.png)

Tip: For a [quote request or policy](https://help.appulate.com/en/knowledge/notes#notes-on-quote-requests-and-policies), you can leave either an [internal or a shared](https://help.appulate.com/en/knowledge/notes#internal-shared) note. Just leave your note on the **Internal** or **Shared** tab depending on the type of note you want to add.

#### Editing a note

Note: Read-only [shared notes](https://help.appulate.com/en/knowledge/notes#internal-shared) cannot be edited.

To edit a note:

1. Hover over it and click the **Edit** button ![2024-01-09\_15-25-21 edit button](https://help.appulate.com/hs-fs/hubfs/2024-01-09_15-25-21%20edit%20button.png?width=25&height=21&name=2024-01-09_15-25-21%20edit%20button.png).
2. Make the edits and click **Save**.

[![editing a note](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-51-50%20editing%20a%20note.gif?width=688&height=319&name=2024-02-21_14-51-50%20editing%20a%20note.gif)](https://help.appulate.com/hubfs/2024-02-21_14-51-50%20editing%20a%20note.gif?hsLang=en)

#### Deleting a note

Note: Read-only [shared notes](https://help.appulate.com/en/knowledge/notes#internal-shared) cannot be edited.

To delete a note:

1. Hover over it and click the **Delete** button ![2024-01-09\_15-25-13 Delete button](https://help.appulate.com/hs-fs/hubfs/2024-01-09_15-25-13%20Delete%20button.png?width=23&height=23&name=2024-01-09_15-25-13%20Delete%20button.png).
2. Click **Delete** in the **Delete note** dialog to confirm.

Deleting a note cannot be undone.

[![deleting a note](https://help.appulate.com/hs-fs/hubfs/2024-02-21_14-53-01%20deleting%20a%20note.gif?width=688&height=319&name=2024-02-21_14-53-01%20deleting%20a%20note.gif)](https://help.appulate.com/hubfs/2024-02-21_14-53-01%20deleting%20a%20note.gif?hsLang=en)

 

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