Add a Note


1.      From a Notes list, click the New button on the Taskbar. Or from any list, choose Note on the New drop-down list on the Taskbar.

Or from the Notes List view of an Appointment, Task, or Document details, click the New button.

2.      Edit details as desired.

o     File assignment: Start typing the File name, and then select from the match list that appears. Or, click the File icon to display the Select Files window. Select a file, you can filter and search the list to help you find the appropriate file.

Notes with a File assignment are accessible by all Firm Members assigned to that File.

3.      Click Save & Close.

Related Topics

       View your Notes

       View or edit a File Detail

 


Amicus Anywhere Help (March 2019)