Each note has a series of common features. Refer to Common Note Features for more information on each feature.

Use the yellow popup menu to select the company's incorporation if applicable. The default selection is based on the province entered in the Engagement Properties.

Use the yellow popup menu to select the province where the company was incorporated if applicable. The default is based on the province completed in the Engagement Properties.

Some notes have popup cells that provide choices for alternative wording. Items listed on the menu that appear in bold (where applicable) indicate default wording. The content of this cell will be dependent on the selection made in the Incorporated/unincorporated and province of incorporation popup menus.

You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.