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Save a Draft of a Note
Save a Draft of a Note
Updated over 6 months ago

How to save a note draft, this can be helpful for long notes or if a call or client comes in mid-note.

  • Navigate to the case you need to add a note to.

  • Click on the dark green arrow next to the case status and select Add Note or type the letter N on your keyboard.

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  • The Add Note pop-up will appear.

  • Enter in the note.

  • Click Save As Draft.

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  • The Note Draft can be accessed in the Note Drafts Management Screen.

  • To publish a note, select Publish and it will be saved to the corresponding case.

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