Notes: write, pin and find

In the left menu, open Home and click Notes.

Every note you wrote, newest first. Pinned notes always come first. Search and sort from the bar above the list.

Click New. An empty note opens beside the list.

Type a title that you will recognise in the list later.

Write the note. The toolbar adds headings, bold, lists and links.

A moment after you stop typing, the note is saved; the time appears next to Save. You can also click Save yourself.

Click the pin to keep this note at the top of the list. Beside it: Print and Delete.

The arrow at the top of the list goes back to All notes. Your pinned note is now first.

Switch between List and Cards with the buttons beside New. ImmCase remembers your choice.

• Notes are yours. Other people in the firm don’t see them. To share something about a client, use Comments on the client’s or the case’s record.
• Quick note from anywhere: the notebook icon at the top of every screen opens a small note window, so you don’t have to leave what you are doing.
• Find it later: the search box looks in titles and text.

Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.

Next guide: Tasks: assign, link, follow

All guides in the user manual