Manage Comments on Notes

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

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From Matters

Add a Comment

To add a comment:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, single-click the relevant note to highlight it.
  5. From the toolbar, 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.
  6. Click Comment.
  7. On the Comments screen, 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, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, single-click the relevant note to highlight it.
  5. From the toolbar, 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.
  6. Click Comment.
  7. On the Comments screen, to the right of the comment you want to edit, click the three dots.
  8. From the drop-down, click Edit.
  9. On the Comments screen, make your edits. 
  10. Click Save.
    The system saves your changes.
  11. 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, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, single-click the relevant note to highlight it.
  5. From the toolbar, 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.
  6. Click Comment.
  7. On the Comments screen, to the right of the comment you want to edit, click the three dots.
  8. From the drop-down, click Delete.
    The Delete Comments message box reads: Are you sure you want to delete selected comment?
  9. Click Yes.
    The system deletes the comment.
  10. In the lower right corner, click Close.
    The system returns you to the Notes screen.

From Activities

Add a Comment

To add a comment:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Notes.
  3. On the Notes screen, single-click the relevant note to highlight it.
  4. From the toolbar, 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.
  5. Click Comment.
  6. On the Comments screen, enter your comments.
  7. Check the box to Send email to notify, if desired.
  8. Select user to tag.
  9. Click Add.
  10. 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 Activities.
  2. From the Activities left navigation, click Notes.
  3. On the Notes screen, single-click the relevant note to highlight it.
  4. From the toolbar, click Comments.
  5. On the Comments screen, to the right of the comment you want to edit, click the three dots.
  6. From the drop-down, click Edit.
  7. On the Comments screen, make your edits. 
  8. Click Save.
    The system saves your changes.
  9. 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, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, single-click the relevant note to highlight it.
  5. From the toolbar, 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.
Updated on April 18, 2022

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