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Adding a Note

Notes may be created to document the progress of a matter. You can access a note from the Progress Notes tab in the Matters Edit Mode.

To Add a Note:

  1. Open eCounsel.
  2. Click on Notes.
  3. On the Progress Notes dialog box, click the image button next to the Matter text box.
  4. On the Matters List page, select a matter and click  Select.
  5. Type a freeform comment to identify the note in the Description text box.

  6. Type a date for the note or click the image Calendar button and select a date.
  7. Type the information for the note in the Comments text box.

  8. Click  Save to save the note and close the page or click  Save/New to save the note and leave the page open to enter another note.
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