Create Note

Follow these simple steps;

1. Click Notes tab in the Matter.
2. Find New Note button.
3. A modal will appear. You can start writing your notes. Include the date, title and description.
4. You can also add contact at Notification. It will notify the contact that you selected in the Notification about this note. You may not see the Notification input field straight away. You need to scroll down the modal a bit to see it.
5. Click Save Note to save your note. Or else you can also send the note to any Contact you selected in the Notification by clicking Save Note & Send Note.