Add a Note

From the case notes feed

• This can be done from any tab in the case.
• On every tab there is a Case Notes feed on the right or at the bottom of your screen.
• Click on the green plus sign next to where it says Case Notes.

• A pop-up window will appear on the page.
• Type your note into the box.
• If you want to direct a note to someone, you can choose their name from the Direct To dropdown menu on the bottom left of the pop-up.
• If you want to select a category for your note (e.g. attorney lien, incident details, etc.), you can select the category from the drop-down menu on the bottom right of the pop-up.
• Click save at the bottom right of the pop-up.

• The new note will appear under the case notes section.
• If you directed a note to another worker, they will be notified.
• TIP: To open the Add Note window from anywhere in a case, click "n" on your keyboard.

From the case header

• This can be done from any tab in the case.
• Click on the arrow next to the case status on the top right of the page.
• Select Add Note from the drop-down menu.

• A pop-up window will appear on the page.
• Type your note into the box.
• If you want to direct a note to someone, you can choose their name from the Direct To dropdown menu on the bottom left of the pop-up.
• If you want to select a category for your note (e.g. attorney lien, incident details, etc.), you can select the category from the drop-down menu on the bottom right of the pop-up.
• Click save at the bottom right of the pop-up.
• The new note will appear under the case notes section.
• If you directed a note to another worker, they will be notified.

• TIP: To open the Add Note window from anywhere in a case, click "n" on your keyboard.