The Text Records tab allows you to view texts such as invoice instructions or outcome notes that have been added to the matter.

Text records can be added to a matter record by site administrators, super users, and the Legal team involved with the matter. When a text record is created, security options can be set to allow outside counsel and key personnel to view the category, or not. Unless you have been given Read Access to the record, it will not appear in this tab.

Text records are listed chronologically in expandable bars. Click on the text record category to open the message, and then click the category again to close it. All texts can be expanded to view all messages at once.