On the Notes tab you can record everything relevant to the matter right on the file – call notes, to-do lists or interim status. Notes are saved automatically and are available to all authorised team members.
1. Write a note
Open a file and switch to the Notes tab at the top. Click into the text area and start writing: at the top you give the note a heading, below it you enter the actual content. The editor supports formatting such as headings, lists and bold text; your input is saved continuously.
2. Add more pages
You can split large files into several note pages. The default page is called “Notes”. Use “+ New page” to add more pages – for example one per appointment, instance or topic. Switch between pages using the tabs at the top.
