Notes on a matter

There are three places you can add notes on a matter:

• The Folder tab

These notes are saved to your correspondence list and are a great way of providing internal updates on a matter.

• The Sticky Note

These notes sit right at the very top of a matter and are a great way of pinning important information so it’s easily accessible to your team.

• Task Notes

These notes sit within the workflow of a matter and are available to any stakeholders that the task is visible to within their portal.

Note

Make use of automated emails so stakeholders are automatically notified of any new task notes added.

Folder Notes

1. Within a matter, select the Folder tab
2. Select Note or Phone Call in the top toolbar

Note

For devices with smaller screens, this will be located within the + New dropdown list.

Tip

There are no operational differences between Notes and Phone Calls.

3. Enter the content of the note

Tip

Notify team members to the note by typing @ followed by their name.

4. Save

Finding Folder notes on a matter

Locate any notes saved to a matter by using:

• The search bar at the top of the Folder
• The f ilters on the lefthand side of the Folder
  • Filter by Type to only display notes & phone calls saved to a matter
  • Use the Labels filter to only see items with a particular label applied

Pinning Folder notes

Pinning allows you to fix an item to the top of the Folder tab so it’s always easily accessible.

Select the pin icon next to the note to add it to your pinned items.

Tip

Add as many pinned items as you like to your matters.

Note

Pinned items will be arranged by the date the item was created/added to the Folder.

Removing Folder notes on a matter

1. Within the Folder tab, select the ’…’ icon next to the note
2. Select Move to trash

Note

This removes the item from the main Folder but it can still be restored if needed.

Sticky Notes

1. Select the sticky note icon in the top right hand corner of the matter
2. Enter the content of the note
3. Save

Tip

Notify team members to the note by typing @ followed by their name.

Task Notes

1. Within a matter, select + Note under the relevant task on the workflow
2. Enter the content of the note
3. Save

Caution

If the task is visible to a stakeholder the note will be available within their InTouch portal to view.