How Do I Edit a Note?

Last updated: August 19, 2026

Required permissions:

  • Only a Shared or Private Note's creator can edit a Note.

The flow for editing a Note is the same whether you're doing that from the associated Session page or Notes page.

Edit a Note You Created

  1. Click on the ellipses icon next to the Note's name. You can then edit the Note's message, add/remove attachments, or switch the Note's Shared/Private designation.

    1. You cannot change the employee associated with the Note.

  2. Click on Save Shared Note or Save Private Note, depending on the Note's designation.

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