Notes
Notes
All Notes can be created, modified, deleted and printed from this screen.
Note Sources
In addition to standard Case Notes, notes are grouped by Source for any notes created using the 
Note Panel found at the bottom of the following case tabs:
The Search Criteria section can be used to limit the Date Range of notes displayed in the list.
The 
icon indicates which Note is currently selected. The selected Note can be edited or deleted using the 
Edit and 
Delete buttons.
To create a new Note, click the 
New button which opens the Note File Management window as shown below.
When a new Note is created, an 
Alert can be sent out to other users to notify them of the note. For more information please see the Alerts Menu.
When selecting Users to be Alerted, the 
Default button can be used to select the default users that have been designated to receive Alerts based on the attorney assigned to the case.
A 
Task can also be assigned to a Note by first enabling the Task checkbox and then selecting a user from the Assigned to picklist. For more information please see the Tasks Menu.
The 
Previous and 
Next buttons are used to navigate from one Note to the next.
See also
