How do I add a Note to a Matter?
There are two ways of adding a note to a matter.
- When creating a new matter
- Navigate and click on “Matters” on the application
- Click on “Add Matter”
- Enter the information required (The fields marked with * are mandatory)
- Go to the issue tab and navigate to the note to add a note to the issue tab and navigate to the note to add a note
- Click on next button till you get to the last tab in which you click on Submit button.
2. Directly from the note page
- Navigate and click on “Notes” on the application
- Click on “Add”
- Enter the information required (The fields marked with * are mandatory)
- Type the name of the matter in the space provided
- Click on either Save & exit button to save a note or Save & New button to add multiple notes.
