This article outlines how to use the Commentary tab of a case.
The Commentary is used to record any textual updates to the case e.g. about amendments, agreements, client meetings etc.
Note: It is not possible to add attachments to a comment. Any files will need to be uploaded to the Documents tab. The Commentary tab allows users to save quick updates and notes on a case for other users to read.
Any comments will be stored in the table at the bottom of the screen, displaying the following information:
- Date
- Comment
- User
- Classification
Note: When enabled, the Classification option can help search and locate comments that are saved to a case. If you do not have the option to record a Classification, please contact our support team to enable this functionality.
Comments are ordered by the Date they have been added to a case.
Click the Ascending/Descending links in the top right of the table to choose how the dates are ordered.
The text in bold indicates how the dates are currently ordered.
Add a Comment
- Type the text in the commentary box
- Use any formatting options in the commentary toolbar
- Enter the ‘Date’ you want to save the update. It will default to today’s date.
- Select a classification (this functionality needs to be enabled before it is available)
- Click ‘Add’ to save the comment
Edit/Delete a Comment
- Click the ‘Edit’ button next to the comment you want to edit
- Make any changes to the text or date and click ‘Update’ to save
- Click ‘Delete’ to immediately remove the comment from the case
Note: To edit and delete comments you will require certain system permissions.