How do I customize a Note?

  • Updated

Notes can be used to document important information and new developments on a Matter.

To access the Notes window:

  1. Navigate to your list of Matters, then select a link under the Matter No column to display the Matters details., then click the Notes tab.

  2. Notes can be customized by Font, Size, Color and Background. The toolbar can also be used to add numbers, bullets, indents, block quotes, hyperlinks, images, tables and horizontal lines.

  3. Click Save when you have finished composing your note.

The new note appears in the your list of notes on the left side.

Was this article helpful?

0 out of 0 found this helpful