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Viewing-Editing Text Records

View a list of all text records by subject, update date, source, author, and time added.

The List/Manage screen contains:

  • Original Date the text was recorded into the database
  • Subject or matter text category,
  • The last time there was an Update Date to the record
  • Author of the text record
  • Time an entry was added or updated
  • Source of the entry (in-house or outside counsel)
  • Name of the source if separate from the in-house staff.
  • Entry Date will be recorded and will be editable by users.

Use the gray arrow circle icons on the column headers to toggle the order of display.

Click on the subject of the text record to view the text.

  • edit icon blue—Edit the text; click Save to confirm changes
  • trash can lg—Delete the text record

Edit a Text Record

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