Viewing Monthly Summary Notes

Monthly Summary Notes show under the Plan Docs tab in the Documents section of a participant.

From the home page,

1. Select a participant.
   {image}
2. Select the the Documents tab.
   {image}
3. Select the the Plan Docs tab.
   {image}
4. To view one of the listed Monthly Summary Notes, click click Download.
   {image}

What shows on the downloadable PDF?

---

Disclaimer: All names displayed in the above screen shots are fictional characters. No identification with actual persons (living or dead) is intended or should be inferred.