File Notes

In this article, you will learn about 'File Notes', one of Actionstep's most useful tools for keeping track of updates to matters.

Creating a File Note

You can create file notes from the 'Global Create Button' or from the 'Create File Note' button within the matter. 

To create a file note from the 'Global Create Button', simply navigate back to the 'Home Page' and click on the big green 'Create' button, then click 'File Note'.

To view the list of file notes for a specific matter or to create a file note from within the matter, click on the highlighted icon within the 'Matter Navigation Bar', as per the screenshot below.

This will take you to a list of file notes for the matter. You can then click on the highlighted 'Create File Note' button the create a new file note, as highlighted above.

Note:

Note: You can also create a file note from the 'Matter Overview' screen, as per the screenshot below.

 

Editing or deleting a File Note

This can depend on the permissions assigned to you by your Administrator, but in most cases, you will be able to edit or delete File Notes you have created. To do this, click on the 'Edit' button next to the pencil icon, as shown below.

When you open up the Edit File Note window, you will see the 'Delete' button in the bottom-left corner.  

Note:

Note: When deleting a file note, you will be prompted to type out a reason for deleting it. This reason will then be displayed in the System Note created when the file note is deleted.

 

Adding Tags to File Notes

You can associate tags to file notes to indicate various things, such as phone calls, meetings, etc. You can then filter your file notes by tag. Your 'Administrator' can set up additional tags as needed.

  

Related Articles:

• System Notes