File Notes

Created by Allison Cloyd, Modified on Thu, 12 Jan 2023 at 07:50 PM by Robert Butler

In this article, you will learn about 'File Notes', one of Actionstep's most useful tools for keeping track of updates to matters.

   

Creating a File Note

You can create file notes from the 'Global Create Button' or from the 'Create File Note' button within the matter. 

Global Create Button

  1. To create a file note from the 'Global Create Button', navigate back to the home page and click on the big green 'Create' button,
  2. Click 'File Note'.

File Notes Tab Within a Matter

  1. To view the list of file notes for a specific matter or to create a file note from within the matter, click on the highlighted icon within the 'Matter Navigation Bar', as per the screenshot below.

    The 'Create file note' button in the file notes tab on a matter

  2. This will take you to a list of file notes for the matter. You can then click on the highlighted 'Create File Note' button the create a new file note.
NOTE
You can also create a file note from the 'Matter Overview' screen, as per the screenshot below.

 

The 'Create file note' button on the matter overview screen

 

Editing or Deleting a File Note

This can depend on the permissions assigned to you by your Administrator, but in most cases, you will be able to edit or delete the File Notes you have created. To do this, click on the 'Edit' button next to the pencil icon, as shown below.

 

The 'Edit' button on the file notes tab

 

When you open up the Edit File Note window, you will see the 'Delete' button in the bottom-left corner.  

NOTE
When deleting a file note, you will be prompted to type out a reason for deleting it. This reason will then be displayed in the System Note created when the file note is deleted.

 

The 'Delete' button on the edit file note screen

 

Adding Tags to File Notes

You can associate tags to file notes to indicate various things, such as phone calls, meetings, etc. You can then filter your file notes by tag. Your 'Administrator' can set up additional tags as needed.

The tag icon on a file note

Document File Notes

 

TIP: You can automatically add filenotes in relation to documents when uploading them and the filenote will contain a link to the document that has been uploaded. 

 

When you upload a document you have an option to add a file note. 

Screen_Shot_2022-10-14_at_1.25.12_PM.png

  

A file note will appear in your matter that looks like this. 

Screen_Shot_2022-10-14_at_1.27.29_PM.png

 

 

WARNING: Please note that the link to the document only works if the documents is a PDF. 


Related Articles:

- Edit Workflow Step Screen - File Note

- Creating a Matter