Using The Notes Section Inside The Clear Path To Cash App Guide

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Welcome to the Notes Section of the Clear Path To Cash app! This comprehensive guide will help you make the most of our robust note-taking features.

Accessing the Notes Section #

Each calculation within the Clear Path To Cash app has a dedicated place for you to take notes. To access and start using the Notes Section:

1. Navigate to the calculation where you want to add notes.
2. Click the Edit button located in the bottom right corner of the section.

Using the Text Editor #

Our Notes Section includes a full-featured text editor to help you organize and format your notes efficiently. Here’s what you can do:

• Headings & Normal Text: Switch between two different heading styles or normal text format for better structure.
• Text Formatting: Bold, underline, or italicize your text to highlight key information.
• Lists: Create bulleted or numbered lists for easy reference.

AI Augmentation Features #

Enhance your notes with our AI-augmented features:

1. Auto Correct: Automatically correct grammar and spelling mistakes in your selected text.
2. Rephrase: Rephrase your selected text for improved clarity or variation.
3. Summarize: Summarize your detailed notes into a concise version without losing essential information.
4. Continue Writing: Let AI predict and add more context to your existing content seamlessly.

Saving Your Notes #

After editing your notes:

1. Click the Save button in the bottom right corner of the section.
2. A date stamp will appear, indicating the last time the notes were updated. This date updates each time you add or edit notes, ensuring you always know how current your data is.

Including Notes in PDF Reports #

When generating a PDF report, your notes will automatically be included with the calculation you select. This integration ensures that all your insights and observations are captured and presented alongside the relevant financial data.

Summary #

The Notes Section in the Clear Path To Cash app is designed to be a powerful tool for enhancing your advisory sessions. With a full text editor and AI-augmented features, you can take detailed, well-organized notes that are always up-to-date and ready to be included in your reports.