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'.
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- 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.
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5. Notes will be stored in ‘Matter Documents’ on the left-hand side of your navigational panel.
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7. You can bill, edit and delete from the 'actions' button.
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8. For instance, if you click on 'Bill', a new window will open and you can edit right here then click 'Save'.
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