Defendant Notes

The Defendant Notes page provides a shortcut for viewing all notes with Defendant in the note type. It is identical to the Notes case page in every way, except that Defendant is automatically entered into the filter for the Type column when the page is opened.

Defendant Insurance Notes Table

The Notes table displays the details of notes that have the Defendant Insurance type. Each row of the table represents an individual note. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below. See the Notes case page for viewing notes of all types.
Columns in the Table
The Defendant Insurance Notes table contains the following available columns:

Open

1. Date: The date and time the note was created.

2. Staff: The staff member who created the note.

3. Notes: The content of the note, including formatting.

4.  [Priority]: The priority level of the note.

5. Type: The note's type

6. [column with no title]: Right-click icon; right-click menu contains Edit, Email, Print, Copy, and Delete.

Editing a Note
To edit a note:

1. Click the right-click icon in the untitled column of the row representing the note you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Edit option in the menu. This will bring up an Add/Edit panel for notes, with the existing information filled in.

3. Fill out the note and save it.

Emailing a Note
To email a note:

1. Click the right-click icon in the untitled column of the row representing the note you wish to email, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Email option in the menu. This will open the Case Email panel with the note's creator, date and time of creation, and content automatically entered in the body of the email.

3. Fill out the email with any desired additional content.

4. Click Send to send the email.

   • If you decide you do not wish to send the email, click the white X at the upper right of the panel to close the panel without sending the email.

Printing a Note
To print a note:

1. Click the right-click icon in the untitled column of the row representing the note you wish to print, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Print option in the menu. This will open a new tab containing the details of the note, and immediately bring up your browser's print options for that tab.

   • The details of the note include the number, name, type and status of the case the note is part of; the note's type and priority level; the date the note was created; the staff member who created the note; the date the note was modified; the staff member who modified the note; and the contents of the note.

3. Select the print options you desire and print the note. (Since the printing is performed by the browser and not by SmartAdvocate, different users may have different printing interfaces. Consult your browser's help if you need further details at this point.)

   • Note that after printing, the tab containing the note will remain open. You may close this if you wish.

Copying a Note
To copy a note:

1. Click the right-click icon in the untitled column of the row representing the note you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Copy option in the menu. This will bring up a panel allowing you to choose which case file to copy the note to. The panel contains a Radio button group for the last ten cases you have visited (including the case the note is already in, in case you wish to put an additional copy of the note in the same file). It also includes a Text input field for the case's case number, in case you wish to copy the note to a case other than the ten listed.

3. If you wish to copy the note to one of the last ten cases you have visited, click the radio button associated with that case. If you wish to copy the note to some other case, instead type that case's case number in the text input field.

4. Click Copy to copy the note to the chosen case file.

   • If you decide you do not wish to copy the note, click Cancel instead of clicking Copy to cancel the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Note
To delete a note:

1. Click the right-click icon in the untitled column of the row representing the note you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

3. Click the OK button in the message to confirm the deletion.

   • If you decide you do not wish to delete the note, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

   • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Note
To add a new note:

1. Click the Add New Note button. This will bring up The Add/Edit Note Panel with the Defendant Insurance type already selected.

   • The note type will still be editable; in theory, you could add any type of note starting from the Defendant Insurance page. However, it is generally better practice to use the Add Note icon for notes of arbitrary types.

2. Fill out the note and save it.