Welcome to DFIN Easy Notes, a simple note taking and template management program created by James Olmsted. 

Download

Features:
  • Take notes in a form that supports tabbing for easy navigation
  • Case coordination email generation
  • Break reminder alerts (12:00 pm format)
  • Follow up email templates, resolution confirmation, and more!
  • Save settings that persist through your sessions
  • Automatic detection of next available day to work for notes to remind analysts to sending resolution confirmation emails
  • Night mode theme for when you want to keep things darker
  • Automatic update detection
  • User creation and deactivation templates as well as azure request templates
  • Always stay on top option so you can quickly start taking notes at any point on a call

Media:



Download:
Download and run the setup program. This will add a shortcut to your desktop, or you can launch the program from your start menu. Then just run the program and it will keep it self up to date automatically! Click here to download! Monitor the Teams channel for the change log.

If you have any questions, suggestions, or issues please reach out to James Olmsted on Teams.
Subpages (1):Editing Templates

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