1) To add notes to a matter, click on “Notes” sub-menu of Matter Details page as shown below:
2) The system will navigate the user to the “Notes” sub-menu section as shown below:
3) To create or add notes to the matter, click on the “Quick Create” button on top right.
4) The button will display a dropdown selection for user as shown below:
5) Click “Note” to create notes to the matter. A pop-up will be displayed as shown below:
6) User can add notes to the matter and edit the format from top text editor menu.
7) To save notes, click “Save Changes”.
8) To cancel, click “Cancel”.