Notes and files

Each wedding has a Notes & files tab, with Notes and Files side by side.

Notes

Press Add a note and start writing. It saves as you type, so there is no Save button, only Done. Bold, italic, bulleted lists and links are on the toolbar, and Preview shows how it reads. Pin note puts it on the wedding's overview; pinned notes come first in the list, then the most recently changed. Each note has its own comments. Delete a note from its sheet, and Undo brings it back for a few seconds.

Files

Press Upload a file, or drag files anywhere on the page. PDFs, photos (iPhone photos included), text and CSV files, and Word, Excel, PowerPoint and OpenDocument files all work, up to 25MB each. From a file's menu you can rename it, give it a category (Contract, Invoice, Quote, Plan or Other), link it to a supplier, comment on it or delete it. Photos and PDFs open on the page; other files download.

What your couple can see

Notes and files start hidden from the couple. Press the eye on one to share it, and it appears under Notes & files in their portal, as long as that part is switched on for them in Client access. They can read shared notes, download shared files and comment, but they cannot change them or upload files of their own.

Turning a note into tasks

Where it is switched on, Draft tasks from this note offers tasks from what you wrote, for you to check before anything is added to the checklist. How drafts work.