Manage Comments on Notes

You can add comments to notes and alert colleagues to these comments via an automated email.

From Matters

Add a Comment

To add a comment:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots to the far right of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management section, click Notes.
5. On the Notes screen, single-click a note to highlight it, then click on the three dots at the end of the row and from the drop-down, click Comments.
6. The Comments screen opens. If there are no previous comments, the screen reads There are no comments yet on this item. Otherwise, the previous comments display.
7. On the Comments screen, click Add New Comment to enter your comments.
8. Check the box to Send email to notify, if desired.
9. Select user to tag.
10. Click Add.
11. In the lower right corner, click Close.
    The system adds the comment to the note.

Edit a Comment

To edit a comment:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots to the far right of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management section, click Notes.
5. On the Notes screen, single-click a note to highlight it, then click on the three dots at the end of the row and from the drop-down, click Comments.
6. On the Comments screen, to the right of the comment you want to edit, click the three dots.
7. From the drop-down, click Edit.
8. On the Comments screen, make your edits.
9. Click Save.
   The system saves your changes.
10. In the lower right corner, click Close.
    The system returns you to the Notes screen.

Delete a Comment

To delete a comment:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots to the far right of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management section, click Notes.
5. On the Notes screen, single-click a note to highlight it, then click on the three dots at the end of the row and from the drop-down, click Comments.
6. On the Comments screen, to the right of the comment you want to edit, click the three dots.
7. From the drop-down, click Delete.
   The Delete Comments message box reads: Are you sure you want to delete selected comment?
8. Click Yes.
   The system deletes the comment.
9. In the lower right corner, click Close.
   The system returns you to the Notes screen.

From Practice Management

Add a Comment

To add a comment:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Notes.
3. On the Notes screen, single-click a note to highlight it, then click on the three dots to the far right of the row and from the drop-down, click Comments.
   The Comments screen opens. If there are no previous comments, the screen reads There are no comments yet on this item. Otherwise, the previous comments display.
4. On the Comments screen, enter your comments.
5. Check the box to Send email to notify, if desired.
6. Select user to tag.
7. Click Add.
8. In the lower right corner, click Close.
   The system returns you to the Notes screen.

Edit a Comment

To edit a comment:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Notes.
3. On the Notes screen, single-click a note to highlight it, then click on the three dots to the far right of the row and from the drop-down, click Comments.
4. On the Comments screen, to the right of the comment you want to edit, click the three dots.
5. From the drop-down, click Edit.
6. On the Comments screen, make your edits.
7. Click Save.
   The system saves your changes.
8. In the lower right corner, click Close.
   The system returns you to the Notes screen.

Delete a Comment

To delete a comment:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Notes.
3. On the Notes screen, single-click a note to highlight it, then click on the three dots to the far right of the row and from the drop-down, click Comments.
4. On the Comments screen, to the right of the comment you want to edit, click the three dots.
5. From the drop-down, click Delete.
   The Delete Comments message box reads: Are you sure you want to delete selected comment?
6. Click Yes.
   The system deletes the comment.
7. In the lower right corner, click Close.
   The system returns you to the Notes screen.