Bill Notes
In this article:
What Are Bill Notes?
Bill Notes allow you to document insights, observations, and context about a bill directly within Roboro. Notes are shared with users in your organization's account, making them a powerful tool for team collaboration.
Common uses for Bill Notes:
- Track strategy or position on a bill
- Record conversations with legislators or stakeholders
- Share analysis or concerns with your team
- Keep a running log of bill developments
Adding Notes to a Bill
You can add notes to any bill directly from quick-action buttons at the top of an individual bill page.
Roboro's Notes include different options for formatting and collaboration, including:
- Rich Text Editor - the text editor allows you to change font styles, add bullets and numbered lists, and more.
- Tag Users - Use "@" to tag your team members, with the option to notify tagged users by email.
- Specify Notes for Clients - Choose to show a Note only on Reports for certain clients by changing "Client Visibility".
Note: Depending on your organization's setup, you might see Issues instead of Clients. These are the same thing — Roboro simply adjusts the label based on whether you represent multiple clients or a single organization.
Learn more about Clients vs. Issues.
Notes in Reports
Bill Notes can be included in your reports, making it easy to share your analysis and context with Clients or stakeholders.
To include notes in your Reports:
- Navigate to Customize Reports
- In the "Customize Report Details" section, toggle Notes ON
- Click "Save Changes" - these changes will go into effect immediately, and apply to all users in the account.
Learn more about how to Customize Reports.
Have Questions?
- Email support@roboro.ai if you have any questions.
- We are excited for you to use the platform and welcome any and all suggestions!