Home
>
support
>
user tips
>
case logistix
>
creating notes in case logistix
Creating Notes in Case Logistix
A note in Case Logistix® is a text memo associated with a document. It can contain text you type, text you highlight in a document on the Mark-up tab, or a combination of both.
Adding an Anchored Note to Document Text
To create an anchored note associated with document text, complete these steps:
- Select the document in the Document List to which you want to add the note.
- Click the Mark-up tab in the Document Viewer.
- Select the text in the document to which you want to add a note.
- On the Mark-up toolbar, click New Note. The Add/Edit Note dialog box is displayed with the selected text.
- You can accept the text as displayed, type new or additional text, or click Clean Up Note to correct the format of the text.
- Select the Private Note check box if you do not want the note available to other document reviewers.
- Click OK. The selected text is highlighted in the document and the note is displayed in the right pane.
Adding a Note to a Document
To add a note to a document, complete these steps:
- On the Notes toolbar in the right pane, click the Create a New Note icon. The Add/Edit Note dialog box is displayed.
- Type the note in the box.
- Select the Private Note check box if you do not want the note available to other document reviewers.
- Click OK. The note is displayed in the right pane.