Notes can be used to document important information and new developments on a Matter.
To access the Notes window:
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.
- 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.
- Click Save when you have finished composing your note.
The new note appears in the your list of notes on the left side.