How to Remove the File Notes Menu Item from a Matter

Actionstep

Overview

You may want to remove the file notes menu item completely from your matters for specific users in your firm. To do this please navigate to:

Admin > Users & Permissions > Menu Permissions

You will then want to click on: Action_Details_Menu

From here you will want to find the specific system role you want to turn off access for. You will then want to untick the box for "File Notes".