View Internal Notes

Not all comments are intended to be seen by the applicant. These could range from sensitive security information to mundane internal process notes. Like other comments, these can relate to both specific sections of the application (as determined by your setup), or to the application overall. The difference is that none of these can be viewed by the applicant.

The most common notes of this nature are those added to the overall application. We call these “Below the Red Line” comments, because there is literally a red line separating them from the rest of the application.

Steps

Access the application and scroll down to the bottom, with the red line separator and the Internal Notes not viewable by applicant section.
The existing Internal Notes comments on the application are just below the line. All internal stakeholders can view these notes.
Below the existing notes, the comment area is already open.
The newest comments display at the top, and show the person that made the comment and the date the comment was made.
If your setup supports it, you may also see application sections labeled not viewable by applicant. Follow the View Application Section Comments instructions below to add a comment to these. The only difference is that the applicant can’t see those sections, and therefore can’t see the comments.

View Internal Notes

Steps

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