Case Notes
Location: Analysis >> Case Notes
The Case Notes feature allows users to create and edit notes that are associated with documents in the case. Case Notes are added via the Doc Viewer.
Adding a Case Note to a Document
1. When reviewing documents, case notes can be added to a document by clicking the small "conversation bubble" icon at the bottom of the Coding/Metadata tabs.
2. Clicking the Notes icon will display a text box where you can type in a note to associate with the document. Once the desired note has been entered click Save/Save & Continue/Save, Propagate & Continue to permanently save the note.
3. Once saved, the note will be added to the list of notes on the Case Notes display page under the Analysis tab on the Browse page.
Case Notes Display from the Analysis >> Case Notes Page
All Case Notes added to documents within a case can be accessed by navigating to the Analysis tab and selecting Case Notes. The notes will be displayed on the left side of the screen. To search the content of the notes, enter a search term in the "Search Notes" search bar at the top left. Clicking on a Note will display the Edit Case Note window where you can edit/update the note, and where you can click the button to access the associated document.
Searching Notes
To search the contents of the available notes, use the search bar in the upper left portion of the screen. See image above.
Exporting Notes
To export Notes to Excel, click on the vertical ellipses in the upper right corner and select Export All Notes. (Fig. 1).
Fig 1: Export All Notes
Exported Notes in Excel
Importing Notes
To Import Case Notes, users need to complete the following steps:
1. Populate and save an Excel sheet titled "Case Note Import." The sheet should be populated with the fields shown below. A Case Notes Import Template may be downloaded from this page as well.
2. From the Case Notes page, click the vertical ellipses and select Import Notes.
3. Select the file you created in Step 1, and click OK.
4. Review Case Notes to confirm the number has increased by the number of notes added through importing.