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Progress Notes Dialog Box

The Progress Notes dialog box allows you to create notes concerning the progress of a matter.



Matter – The name of the matter for which the note is being created. Click the button to select a matter.

Description – A freeform comment to distinguish the note from other notes.

Document Date – A date associated with the note. This date can be the date the note was created or the date the note was updated.

Created by – The name of the user who created the note.

Created Date – The date the note was entered.

Last Changed By – The name of the user who last modified the note.

Comments – A freeform area to enter any information that needs to be noted for the matter.


Save – Click to save the note and close the page.

Save/New – Click to save the note and leave the page open to enter another note.

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