TakeNote documentation

Reference documentation for advisers using TakeNote. Each section describes what a feature does and where to find it in the product, from recording a client meeting through to generating suitability reports and provider forms.

Use the navigation on the left to browse by area, or press Cmd/Ctrl+K to search across every page and section heading. New to TakeNote? Start with Recording a Teams meeting, which walks through capturing a meeting and filing it against a client record.