Notes

Notes are a quick way to contextualize a record and share key information with your team throughout a case’s workflow. 

Required Permissions 

A user must have one of the following permission sets to use Notes:  

• Litify Intake User 
• Litify Matter User 
• Litify Referral User 
• Litify Power User

Supported Objects

Notes support the following objects:

• Damage
• Expense
• Incident
• Insurance
• Intake
• Lien
• Matter
• Negotiation
• Referral
• Request
• Resolution
• Role
• Time Entry

Add a Note

1. Navigate to a record from a supported object. 
2. Select Add Note. A modal appears.
3. Complete the following fields:
   1. Note Title: Prepopulated with current date and name of record.
   2. Topic (optional): Defines the topic of the note.
   3. Note: Add your note’s details to this rich-text field. 
4. Save. 

The note is added as an item on the record’s related list. 

View Notes 

Notes are accessible via related lists. In a standard Litify page layout, you can review notes beneath Litify Actions. 

1. Navigate to a record from a supported object.
2. Scroll to Notes.
3. Select the note’s name to review.

Edit Notes

1. Navigate to a record from a supported object.
2. Scroll to the Notes panel.
3. Find the note you want to update.
4. Select Edit from the dropdown menu. A modal appears.
5. Update the fields.
6. Save. 

Add Relationships 

You can quickly assign more relationships to a note by editing the note and searching for records to associate for fields in the Relationships section. 

Delete Notes

1. Navigate to a record from a supported object.
2. Scroll to Notes panel.
3. Find the note you want to delete.
4. Select Delete from the dropdown menu. 

View All Notes

1. Navigate to a record from a supported object.
2. Scroll to Notes panel.
3. Select View All Notes. A table with all related notes appears.