Notes can be used to document important information and new developments on a Matter.
To access the Notes window:
- Click on Matters in the navigation bar to access your list of Matters.
- Click on 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 will appear in the your list of notes on the left side.
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