Commenting System For Notes

In Cosmolex, you can add comments to notes from Matter details or Activities.


From Matter Details

Matter Details Page > Notes Tab > Click icon to leave a comment

Click on “Comment”
 
Fill out the information in the box shown below.
 
Check the box where it says, “send email to notify” a user that they have been tagged in a comment.
 
Tag a user, by choosing from the drop-down list. 
 
When done, Click Add.
 

You can edit, delete or mark comment as open by clicking on 

To exit the window, click Close

From Activities Tab

Activities > Notes Tab >  Click  icon to leave a comment

Click on “Comment”
 
Fill out the information in the box shown below
 
Check the box where it says, “send email to notify” a user that they have been tagged in a comment.
 
Tag a user, by choosing from the drop-down list. 
 
When done, Click Add.
 

You can edit, delete or mark comment as open by clicking on 

To exit the window, click Close

Updated on June 7, 2018

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