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 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 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.