In this article, you will learn about 'System Notes' and where you can find them.
'System Notes' are created automatically on a matter-specific basis when certain actions are performed, such as creating/editing tasks or changing the assignee of a particular matter.
Not all actions result in a corresponding system note being created.
Getting Started
To access the 'System Notes' for a particular matter, navigate to the matter and hover over the 'File Notes' icon and then click on 'System Notes', as shown below.
You can use 'System Notes' as a way of auditing work done within a matter.
There are permissions around who can see a System note and they cannot be edited. Any changes to file notes will be recorded in the 'System Notes'.
Using Filters
Use filters to find specific notes and to see a history of items for the matter.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article