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:
- Open eCounsel.
- Click on Notes.
- On the Progress Notes dialog box, click the button next to the Matter text box.
- On the Matters List page, select a matter and click Select.
-
Type a freeform comment to identify the note in the Description text box.
- Type a date for the note or click the Calendar button and select a date.
-
Type the information for the note in the Comments text box.
- 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.