To access the Provider Notes tab, navigate to a Provider Folder and select the Notes tab from the list of tabs on the left. If no Note items have been entered for this case, a new Note item is opened.
You will need permissions to the Provider Notes Tab in order to input Note information.
If Provider Notes already exist for the Provider, clicking on the Notes
Tab in a Provider Folder will display the most recent Provider Note in
Detail View.
Clicking on the View List button
on the Detail View header band will display the Notes List View. A header
band is displayed showing the total number of Note items for the Provider.
Below the header band is the list of Note items displayed in a grid
containing the default columns: Entry ID, Staff, Date, Topic, and Note.
Additional columns can be inserted into the grid using the Column
Chooser option from the menu when right-clicking a column heading.
The Notes grid can be filtered,
searched,
printed
or exported
by clicking the hamburger 
icon in the
upper left corner. Click on a column heading to change the sort order
by that column. Each Note item will be displayed as a row in the grid.
Double-clicking a row will open the detail view
of the selected Note item. Mouseover the Description
in a row to view a pop up displaying the full note text.
The Header Band across the top of the Note Detail View of a Note item will display several options. Return to the Note List View using the View List button. If the Rich Text feature has been enabled in the Default Firm Preferences, the Display as Rich Text button will also be displayed. Clicking the button will convert the note text to rich text allowing greater formatting capabilities. Once in rich text format, the button will toggle to Display as Plain Text to return the content of the note to plain text, if desired. Navigation buttons are available to quickly page through the different Notes.
