> ## Documentation Index > Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Notes You can take notes throughout AI Insurance. These notes are text records linked to specific entities and are available as sub-tabs under Policies, Insureds, and Events. Notes support plain text without formatting, and there is no limit to their length. When you create a note, it is automatically tagged with the date, time, and author. If needed, you can edit the content of your note at any time. ## View Notes Notes are available for entities such as Events, Insureds, and Policies. To view notes taken on each of these entities, do the following. ### **View Event Notes** Follow these steps to view notes taken for an event: 1. Select the **Events** section on the screen's left sidebar. 2. On the **Events** page, select the event, whether a claim or an incident, for which you want to view notes. 3. Select any specific events you would like to see its notes. 4. Select the **Notes** tab to see the notes on that event. ### **View Insured Notes** Follow these steps to view notes taken on an Insured: 1. Select the **Insureds** section on the screen's left sidebar. 2. Select any one of your specific insureds. 3. Click the **Notes** tab to see the notes taken on that Insured. ### **View the Policies’ Notes** To view notes taken on a policy, take the following steps: 1. Select the **Policies** section on the screen's left sidebar. 2. Select the policy you would like to see notes on. 3. Click the **Notes** tab to see the notes. ## Create a Note Take the following steps to create a note: 1. Navigate to the entity where you want to create the note, such as a policy, insured, or event, and click on the **Notes** tab. 2. Type your note into the provided text field in the **Notes** section of the selected entity. 3. After entering your note, you can set its visibility to either **Visible to everyone** or **Privileged**. **Privileged** notes are only accessible to users with the appropriate permissions, such as Carrier Admins and Event Managers. Refer to the [User Roles and Permissions documentation](/platform/companies/user-roles-and-permissions) for more details on privileges. If you change a privileged note to be **Visible to everyone**, its contents will be visible on the activity log forever. 4. Click the **Create Note** button to complete your note. 5. Once created, your notes will appear in the **Notes** section, arranged from most recent to oldest. ## Edit a Note Editing notes are ideal for updating information that changes frequently, such as statuses or numeric values, while avoiding duplicate note entries. Any changes made to a note will be tracked in the activity log. This log tracks the user who created the changes, the time the changes were made, and the before-and-after values of the edited note. ### **How to edit a Note** Edit a Note with the following steps: 1. Click on **Policies**, **Events**, or **Insureds** in the left sidebar to navigate to the entity that contains the note you want to edit. 2. Select the specific Policy, Insured, or Event and navigate to the **Notes** tab on this entity. 3. Locate the note you want to edit, and click the button on the note. 4. Make your changes to the note and click on the **Save** button to save the new changes to the note.