# Review Functions in Binder - Add a Note

**Binder** is where you can do your review in conjunction with your tax software, check items off, flag, perform calculations, and other review functions. In this document, you can see how to **add a note** to a source document in Binder.

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#### Select the client

From the home screen, select the client that you would like to review by clicking the arrow to the right of the client.

![](/files/6ead36d713e5d94a5f08024912c019fb8402621e)
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#### Open Binder

You will arrive to the chosen taxpayer's home screen within filed, where you can open the **Binder**.

![](/files/f50e941f2c2b4eefb66c9cbdd55f8638d473fc1d)
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#### Open the source document

To the **right** are the **list of documents** - scroll to the desired document and click on it to open. The **add a note icon** is above the source document. Click it and click on the source document where you want to leave a note.

![](/files/aec738406cb2b7e2cef4b28a9ed804aa28b08974)
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#### Write and save the note

A box will open so that you can write an appropriate note, then click **Save** - there will be a time stamp and the note will show that you wrote it.

![](/files/d4b0c00763fd10df7a96d3be8035e1f932fbc897)
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#### Check the document

After clicking Save, be sure to click the **check box** next to the document that you have left the note on, this way the note will be seen when the binder is downloaded.

![](/files/3070b03f4b628633ae66a5bab91a77d4560f249b)
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