Platform Users:


The notes tab allows you to view notes left by your team and by First AML, as well as add your own notes to a case. You can add a note by clicking the pencil icon on the right side, typing your message, then saving it. This will automatically notify the First AML Specialist working on your case. 




Agents:


The notes tab allows agents to view notes left either by themselves (prior to submitting a case) and/or notes left by their office admin.