Create default Matter Notes

Notes can be used to record and remind you of something specific in each matter.  

Default Notes can be set for different matter types so that new matters opened will already have the default notes in them.

Table of Contents

• Access Notes
• Apply Matter Type for new Note
• Create Note
• Edit existing Notes
• Create Notes in a Matter

Access Notes

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Matter Configuration and then select Add New.

Apply Matter Type for new Note

1.    Select the Notes tab.

2.    Click the select... link. 

3.    Select the State and the Matter Type.

4.    Click OK.

Create Note

1.    Click on the Add a note link.

2.    Select the Text note icon or type in the text box.

3.    Select Checklist note if required.

4.    Select a colour.

5.    Click SAVE.

6.    Click on the pin icon to colour the entire note.

7.    Click SAVE.

When you create a New Matter within this matter type the Default Notes will be displayed in the Matter Widget.

Edit existing Notes

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Matter Configuration and double-click on the Matter Type to edit.

3.    Select the Notes tab.

4.    Ensure the Matter Type listed is the one you wish to edit.  To change it, click the change... link. 

5.    Double-click the Note to be edited.

6.    Make changes as required.

Tip:  Individual items can be deleted by clicking the X. 

7.    Click Save.

Create Notes in a Matter

1.    In a Matter, click on Add a note from the Matter Widget.

2.    Select the Text note icon or type in the text box.

3.    Select Checklist note if required.

4.    Select a colour.

5.    Click SAVE.