Indio gives agents the ability to add a note to a schedule that will be prominently displayed to their clients when they go to fill it out.
How It Works:
1. Navigate to schedules in a submission
2. Click "Add Note" on the schedule you want to add a note to and the note area will be displayed on the right side of the screen
3. Enter your note and click "Save Note"
Agents can also add or edit the note on the schedule when viewing the schedule. Click the three dots in the upper right corner to expand the overflow menu then choose "Add Note" if there isn't an existing note or "View and Edit Note" if there is already a note
Your client will now see a link to "View Note" on the schedule workbook page for any schedule with a note, which when clicked will display the note on the right side
The note will also always be displayed at the top of the schedule for the client
The note will only appear in Indio and is not included in the schedule when exporting to your AMS or downloading.
Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at email@example.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.