Add Notes to a Document

You can apply notes to documents using the Add Note dialog.

To add a note to a document, open a document in a case and follow the steps below:

  1. Click the Notes button in the ribbon bar.

    2. The Add Note dialog appears.

  2. Fill in the information for the note.

    3. Fields in the dialog include:

    • Name - The name of the note.

    • Description - A short explanation of the note.

    • Note Type - A selection from the type of notes available. Choose the type you feel appropriate.

    • Note - The actual note you want to apply to the document.

    With the information filled, you can move on to the next step.

  3. Click the Save button.

 

Note: You can view any notes applied to the document in the Details panel and the Notes Explorer.