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About Adding Quick Notes

Quick Notes are a convenient way of quickly entering some of the most often-used notes.

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See https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96077125/Reports+Overview#Last-Case-Note-Report for additional information.

Add a Quick Note

  1. Click 'Select Quick Note' from the Quick Action Tool Bar. A "pick list" similar to the following will be displayed:

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  2. Choose from among the list of pre-defined "quick notes".

  3. Click Add to add the Quick Note to the Notes page in the case. Click Add & Edit to edit the quick note before saving it in the case.

  4. Select from the Category radio buttons for All, email, letter, or Other.

  5. Select a Quick Note.

  6. Select ADD or ADD & EDIT.

  7. Othewise, select CANCEL to return to the previous screen.

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