How do I add a note to transactions or worksheets?

Manage your documents and workpapers in this section

How to Upload Notes and Files in Sumday

 

Document Library

Easily manage all documents related to your carbon accounting and reporting in Sumday’s Document Library:

• Create Custom Folders to organize your files as needed.

• Use the Supporting Files folder for bulk uploads you’d like imported into Sumday—our team can handle the rest.

• Client Document Sharing: If you’re an advisor, clients can upload requested documents here to share them directly with you.

• Save any reports you create in the Reports section for easy access and reference.

 

Notes

• To add a note in the Carbon Ledger, simply right click

• Type to add a note

• Select the tag icon to add custom tags or search pre loaded tags

• Select the plus icon to attach a file or add a link

• To create notes anywhere and search all notes, select the note icon on the top right of the screen

Last updated on November 5, 2024