Text Records
In addition to the many short and limited text fields found on a matter's Main Screen, longer text fields are available in the Text Records area in the Matter Navigation Bar. Text categories such as Description and Status are standard, and display on some Lawtrac reports. Site administrators can set up additional text categories, and text records can be word-searched.
Text Records Options:
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Option |
Function |
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View a list of all text records by subject, update date, source, author, and time added. |
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Read All |
Open all text records to be read on the same page in chronological order. |
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Add a text record by category and choose security and notification options. |
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Synopsis |
Add a summary of the text records by typing in the text box and clicking Update/Save. Can only be viewed by in-house staff. |