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How to Edit or Delete a Note

This article show you how to enter edit mode which allows you to make changes to or delete a note.

Edit/Delete a Note:

  • You can edit the note by clicking on the edit icon (pencil) in the top right corner.

  • In edit more you can make changes to all the sections this icon appears

  • After editing, you can save your changes by clicking the Save button in the top right corner.

  • We highly encourage advisors to edit the note within the Zeplyn app as that enables us to track the modifications and this feedback loop automatically improves notes generated in future.

  • You can delete the full note in edit mode by clicking the Delete icon in the top right corner.

For additional questions, please reach out to support@zeplyn.ai.