Adding Notes

How do I add a note?

1. Go to the Notes button in the top right corner of the screen.
2. Type your note in the box and click "Add".

How do I edit a Note?

1. Click the three dots next to the note. 
2. Click "Edit".

How do I remove a Note?

1. Click the three dots next to the note. 
2. Click "Remove".

Note: You can only edit and remove the notes you created. You will not have the ability to edit or remove the notes created by other Users on your account. 

Do Notes sync between spouses in a spouse client file?

Yes. If a note is entered into the Notes section for spouse #1, it will also appear in the Notes section for spouse #2. You will be able to access all notes for both spouses no matter who's client view you are in.

Can clients access the Notes section? 

At the end of the client questionnaire, clients will have an opportunity to input any notes they would like to communicate to the lawyer. These notes will automatically appear in the Notes section in the client file.

How do I export the notes?

Any notes you put in the Notes section will generate at the bottom of the Scenarios (Text) Summary.

1. Click the downwards arrow button in the top left corner
2. Select summaries, then Scenarios (Text)
3. A PDF document will generate containing any notes you have made on the file.