How the latest Doc Notes features supercharge your workflows

Client file notes are an essential tool for maintaining comprehensive records, meeting compliance requirements, and providing continuity in client service. But most advisers would agree, without an effective system, keeping your client notes organised can be a real challenge.

The good news is managing file notes doesn’t have to slow you down. To help you simplify and stay on top of your admin, we’ve made a series of improvements to Doc Notes, including two new features we’ve just released that allow you to tag your Doc Notes, and merge multiple file notes into one. 

A snapshot of the latest features

Merging notes to stay organised: With the new merge notes feature, you can now consolidate your client’s notes by merging up to ten source notes and attachments into a single note. This feature is useful for keeping track of interactions that span multiple notes because it gives you a complete view of the advice given and actions taken. It also saves you time, reduces the risk of missing important details, and helps avoid any confusion or miscommunication among your team. Find out more.

Tagging notes for easy access: Tagging is a game-changer when you need to find information quickly, especially with complex client histories or for follow-up meetings. By tagging your notes, you can categorise them by advice area, interaction type, or discussion topic. This makes it much easier for you to search and filter relevant notes quickly, boosting productivity and leaving you to focus on other important tasks. Find out more.

Features rolled out in our Q3 roadmap update

Earlier this year, we introduced the ability to pin notes, so you can easily highlight and prioritise the most important information. With pinned notes, critical details are always visible and readily accessible to your team, eliminating lost time searching for what you need.

We also added a bulk update feature, allowing you to make changes to up to 10,000 notes at once. This streamlines the process of keeping your records up-to-date, consistent, and compliant.

You can now also link notes to related entities and workflows, ensuring that all relevant context is connected and easily accessible.

As Sandra Schieck, Martens Wealth Management says, “The change made to the Related Tab in the File Notes pop-up window is fantastic and a real time saver. I always forget to be in ‘partner’, ‘both’ or ‘all entities’ as appropriate before I add a file note. 

“That meant I then had to search for the correct individual or entity to add to the Related tab. Now, with the addition of the link button, my problems in this area are solved,” she says.

Each of these new features have been designed to boost your workflow, bringing clarity and efficiency to managing client records. By cutting down on administrative tasks, you'll save valuable time and have more energy to deliver outstanding service and build stronger client relationships.

With these improvements, Doc Notes is set to transform how you manage client records, making your work more efficient and your client interactions more impactful.