Adding a Note

Notes are used to document conversations and events that pertain to the workfile. Notes also serve as a collection of written activity in a workfile. The system has four pre-defined note category values. Valid values include Incoming Communication, Outgoing Communication, Internal Memo, and Status Update.

To add a new Note from the workfile mini-toolbar

  1. Select View > Workfiles from the menu bar. The workfiles search screen opens.
  2. Click on the workfile that you want to work on, and then click New > Note from the mini-toolbar. The New Note screen opens.
  3. Select a note type from the Type droplist. The selected note type and the corresponding Note category appear in the New Note pane.
  4. Enter your note message in the Note field.
  5. Click OK.
  6. Click Save or Save and Close.

To add a Note

  1. Open or create a workfile.
  2. Select the Notes tab, and then select New Note from the toolbar.
  3. Select a note type from the Type droplist. The selected note type and the corresponding Note category appear in the New Note pane.
  4. Enter your note message in the Note field.
  5. Click OK.
  6. Click Save or Save and Close.

Note: The three most recent notes appear in the notes detail section of the Add Note pane. All Notes appear in the workfile Notes tab.