How to add Notes to a Matter.
The ‘Note’ feature is convenient when a user needs to dictate notes or capture important data.
1. First, navigate to your matter.
2. On your matter dashboard, click on the green ‘+ Add New’ button on the top right corner of your matter dashboard and click on 'Note'.
![](https://media.screensteps.com/image_assets/assets/005/070/160/original/ce42316d-3a76-4c19-8f0a-a9a8b974120b.png)
- You will not be able to access this feature from the main dashboard, it must be accessed from within a matter.
4. You can bill and add a description for this work right here. You can also add a tag if you wish. Click 'OK' when you are done.
![](https://media.screensteps.com/image_assets/assets/002/566/926/original/6f27b2d6-7f7c-477a-86f2-7639400333f7.png)
5. Notes will be stored in ‘Matter Documents’ on the left-hand side of your navigational panel.
![](https://media.screensteps.com/image_assets/assets/005/070/164/original/23d0c997-a363-451c-94fa-006e0a9f9293.png)
7. You can bill, edit and delete from the 'actions' button.
![](https://media.screensteps.com/image_assets/assets/005/070/166/original/b4b67b2d-85a1-4ab2-ade3-347433122d4b.png)
8. For instance, if you click on 'Bill', a new window will open and you can edit right here then click 'Save'.
![](https://media.screensteps.com/image_assets/assets/002/566/929/original/a733d7c8-06d8-4bc7-8f6e-ff913501b64a.png)