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How do I create a new note?
How do I create a new note?
Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

(NOTE: Notes are viewable only by firm users. They are not viewable to people outside of your firm.)
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To create a new Note, click on the Add Item menu in the upper right-hand corner of the page. Then, click Add Note.

You will be presented with the Add Note window. Let's take a closer look at it below:

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Case / Contact - Every Note must be assigned to either a case or a contact. Simply type the name of a case or contact, and MyCase will auto-suggest a record for you. The Note will then be stored in that case/contact file. As soon as a case or contact is selected, a draft will be able to be auto-saved.

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Date - Enter the date you'd like to associate with the Note. For example, if you are creating a Note about a phone call, you'd most likely want to specify the date of the phone call.

By default, Notes will be organized by date, with the most recent notes appearing at the top of the list.

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Subject - Enter a subject for the Note. It should be short, but relatively descriptive so you can look at it and get a general idea of what the Note is in reference to.

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Note - Enter the main contents of the note here.

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Notes will never be shared with clients or contacts outside of the firm. Notes are only viewable by firm users.
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​*Click here to learn how to edit or delete a note.

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