What are Case Notes?
Case notes are individual or related notes about a case. They can be maintained across multiple documents and allow you to directly compile content from documents and share it with other users working on the same case.
How do I create a Case Note?
Step-by-step
In the document repository, click on the notebook icon in the left sidebar.
The tab for case notes should open on the right side.
Click "CREATE NOTEBOOK" to create a new one, or click on an already existing notebook to open it.
Choose a title, define the notebook access (who can see and edit it), and optionally select a template. Access settings can be changed later.
Press Create and you're done! You have created your notebook and can start working.
💡 By the way: Do you need one or more templates for the case notes? No problem! Feel free to send us an example via our LiveChat, and we'll add it for you.
How do I work with Case Notes?
Several tools are available in the case notes to enable you to work effectively and quickly.
The following actions are possible in the notebook:
Undo / Redo actions
Adjust text style (titles, headings)
Increase / decrease text size
Insert tables
Insert quotes
Insert bullet points and numbered lists
Insert link to the current document
💡 By the way: If you copy text from a document (using Ctrl+C / CMD+C or via the copy selection in the marking menu) and then paste it into your notebook, a link to the document and the exact location of the text will be automatically created.