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. 


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.