General Usage

Adding Notes

4 views May 11, 2018 August 14, 2018 admin 0

While preparing or investigating a matter you can prepare notes and attach relevant documents to a Case.  All team members can access this information and it can be shared and utilized when communicating.

  1. Open a Case and click the create icon.
  2. In the Internal Data section click the event_note icon.
  3. Draft a new Note and then click the save button inside the note dialog box.

Was this helpful?