Basics

Sync Factfind notes

Learn how to sync your Factfind notes with Finobi


Step 1: Go to factfind notes tab in the meeting notes page

Factfind notes

You can go to the factfind notes tab in the meeting notes page by clicking on the "Factfind Notes" button in the meeting notes section.


Step 2: For a initial meeting, The default factfind template which is set in the templates page will be present in the factfind notes page

Factfind default notes

For a initial meeting, The default factfind template which is set in the templates page will be present in the factfind notes page


Step 3: The template for this meeting can be changed by choosing the template from the dropdown menu

Choose default template

The template for this meeting can be changed by choosing the template from the dropdown menu


Step 4: For a existing meeting, the user can add, edit, delete the factfind notes, subsection and section

Edit factfind notes

For a existing meeting, the user can add, edit, delete the factfind notes, subsection and section


Step 5: Click on the sync factfind button to sync the current meeting notes to the factfind with the help of previous factfind notes (if present)

Sync factfind button

Click on the sync factfind button to sync the current meeting notes to the factfind with the help of previous factfind notes (if present)


Step 6: The updated factfind notes will be shown as a diff in the factfind notes page

Factfind diff

The updated factfind notes will be shown as a diff in the factfind notes page


Step 7: The new factfind notes which are added will be shown in green color

Factfind diff new

The new factfind notes which are added will be shown in green color


Step 8: Save, edit, delete the synced factfind notes, subsection and section

Factfind diff new

The user will be able to save, edit or delete a factfind notes, subsection after the factfind notes are shown in diff mode


Step 9: The user can also save all the changes in one go by clicking on the "Save All" button

Save all changes

The user can also save all the changes in one go by clicking on the "Save All" button


Step 10: The user can also click on get Factfind History button to get the history of the factfind notes

Factfind history button

The user can also click on get Factfind History button to get the history of the factfind notes


Step 11: The user can also view the previous factfind notes by clicking on the "View Previous Factfind" button

Factfind history notes

The user can also view the previous factfind notes by clicking on the "View Previous Factfind" button