Select a Category on a Case Note

How to select a category for a new or existing case note. This allows the note to be filtered by the appropriate category.

Edit the Category of an Existing Case Note

• NOTE: Only firm administrators or users with the User Is Allowed To Edit Case Note Categories permission can view this screen.
• Navigate to the Notes Tab.

• Locate the note that you would like to edit the category for and select the dropdown arrow in line with the note.
• Select Edit.

• Select the Note Categories and search for the desired category.
• Click Save.

• The note will now be saved under the new category.

To Select a Category for a New Note

This can be done from any tab in the case. On the right side of each page, there is a Case Notes section. If you are in the Home Tab of a case, the Case Notes will be under the Case Tasks. If you cannot find the Case Notes, scroll to the bottom of the page or expand your browser window.

• Click on the green plus sign aligned with the Case Notes section or 'n' on your keyboard.

• A pop-up window will appear.
• Type your note into the box.
• Select the Note Categories dropdown and search for the desired category.
• Select the category.
• Click Save.

• The new note will appear under the Case Notes section.

• Select a category to filter the notes in the Notes Tab.