Answer
Nov 16, 2016 - 03:32 AM
Any matter administrator or matter editor, whether a company user or a law firm user, can post a note to a matter by following the steps below:
1. Open the matter and click the Status tab.
2. Click Create Note.
3. Complete the form. Optional: To attach a file to the note, click Browse and select the file.
4. Click Save & Close.
HelpSite link: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_3040-HowToPostNote.htm
1. Open the matter and click the Status tab.
2. Click Create Note.
3. Complete the form. Optional: To attach a file to the note, click Browse and select the file.
4. Click Save & Close.
HelpSite link: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_3040-HowToPostNote.htm