How do I attach resources to an existing note?

1. Click on the Notes tool from the Client Center Home page.
2. Click on the name of the appropriate note.
3. Click Resources on the left side.
4. Click Attach on the upper-right side.
5. Use the search tool provided to search for the resource you want to attach.
6. Select your resource and then click Save.
   
   
   
   
   
7. Confirm that the resource is attached by navigating back to the Notes Details page.