General - Note Labels


Overview
Note Labels can be customized to identify and flag notes as different types or priority levels.


Creating a New Note Label

Step     Action

  1.       Select {Settings} and then select {General} under Dockets.

  2.       Select {Note Labels} on the right-hand side of screen to auto scroll to 

            Note Labels section.  


  3.      Select {New} under Note Labels. A New Note Label modal window 

           will open.



  4.      Enter new note label name and select a label color.

  5.      Select {Save}. A results window will pop up to indicate the tag has been 

           successfully saved.


Editing a Note Label

Step     Action

  1.       Select {Settings} and then select {General} under Dockets.

  2.       Select {Note Labels} on the right-hand side of screen to auto scroll to

             Note Labels section.

  3.      Hover mouse over the name of note label to be edited. A pencil icon will appear
           on the
right-hand side of the name. Select the pencil icon. A modal Edit Note 


           Label window will open.

 4.      Make required changes.

 5.      Select {Save}. A results window will pop up to indicate the note label has been 

          successfully saved.


Duplicating a Note Label

Step     Action

  1.       Select {Settings} and then select {General} under Dockets.

  2.       Select {Note Labels} on the right-hand side of screen to auto scroll to Note

             Labels section.

  3.       Select entries under Note Labels to be duplicated by checking boxes on the

            left-hand side. All entries can be duplicated by checking box to right of 

           {New} under Note Labels.

 

  4.       Select {Duplicate}. A results window will pop up to indicate the note labels
            have been duplicated. The duplicated note label will also now appear under


            Note Labels with (Copy) to the right of the name. 


Deleting a Note Label

Step     Action

  1.       Select {Settings} and then select {General} under Dockets.

  2.       Select {Note Labels} on the right-hand side of screen to auto scroll to Note

             Labels section.

  3.       Select entries under Note Labels to be deleted by checking boxes  on the

             left-hand side. All entries can be deleted by checking box to right of {New}

             under Note Labels    

  4.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  5.       Select {OK} to delete selected items. A results window will pop-up to indicate 

            the selected press groups have been deleted.