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.
Select "Create new notebook" or click on an already existing notebook.
Choose a title, the desired permission settings (these can be changed later), and whether you want to use a template.
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.