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.