The ‘Add Filenote’ option can be used to save an html file as a document to a case, directly within Equinox.
- Open a case within Equinox
- Click on the Documents tab
- Select ‘Add Filenote’ in the top right
- Record the filenote details
> Title: Name of the document
> Deadline/Date: This defaults to today’s date
> Folder: Choose a document folder category, this helps filter for documents types
5. Type in the document text using the various formatting options.
6. Click ‘Save’ to add the filenote to the Documents tab of the case OR click ‘Cancel’ to go back
When a filenote is added to a case, it will be displayed with the following icon:
