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'.
- You will not be able to access this feature from the main dashboard, it must be accessed from within a matter.
3. In the window, type in the title and the body of the note.
- You can type beyond 1000 words.