Note for your team is optional and accepts up to 1,000 characters. Use it for context the filename or document alone does not make clear.
A useful note can identify the period covered, explain that a file corrects an earlier submission, or call attention to a missing page you are still obtaining. Be explicit about what is complete and what remains outstanding.
Avoid copying the entire document into the note. Keep sensitive information in the file’s appropriate private workflow, and never include passwords, authenticator codes, or reusable sign-in links. The note does not replace the attachment required by a document request.
When you submit several files in the general uploader, review whether the same note fits the whole batch. Separate different companies or unrelated purposes before uploading. After receipt, the note can appear with the document details, so write it for the people who will review that record later. A note saying approved or final does not itself set an approval state or establish that the team accepted the contents.
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