Add notes (and share them with parties)

Notes are for capturing internal context on a case. Notes can also be shared with selected parties if needed.

Add a note

1. Open the case and go to the Notes tab
2. Write your note in Add a New Note
3. (Optional) Select Share and choose parties the note should be shared with
4. Select Add Note

Mention a teammate

The note editor supports mentioning teammates, which can be useful for handoffs and reviews.

Update sharing for an existing note

From the note menu, choose Update Sharing to change which parties can see it.