How to Create a New Notebook

Use Notebooks to organize and track key information related to a company, property, or tenant. Simply navigate to the Notebook tab within the relevant section and follow the steps outlined below.

Alert: Alert! If you want to add a notebook for a specific tenant or property, you’ll need to locate that tenant or property first. The steps below will guide you through adding a general notebook applicable to all.

1. On the Home page click Notebooks then "Add a new Notebook"

2. Click the "Name" field and add a name

3. Click "Add this Notebook"