As a Compliance Officer, you can add notes to a specific legal case so that all case-related information is in one place.

View all notes in a case

1. Go to the Cases section.
2. Find the case you want and click Manage.

3. Open the Notes tab (the last tab, after Details, Data, Audit Logs and Keyword Lists).

The Notes tab lists every note added to the case, with the following columns:

• Date & Time
• Note
• Created By

Notes are sorted newest first. You can sort by Date & Time or Created By by clicking the column header. The latest 50 notes are displayed initially; you can change the number of items per page to 25, 50 or 100.

Add a new note

1. Click the New Note button.
2. Enter the note text (max 200 characters — a counter below the field shows how many you've used).
3. Click Save changes.

You'll see a confirmation message: Note successfully created for the case.

Edit or delete a note

• Edit a note: click Edit next to the note, change the text in the Edit Case Note dialog, and click Save changes. The dialog also shows when the note was last updated and who created it.
• Delete a note: click the More Menu (represented with ...) next to the note and select Delete. You'll be asked to confirm; click Delete Note.

Please note that all Case Notes are shared among the Compliance Officers who belong to the same organization.