Migration Manager User ManualWorking with FilesFile Notes Working with File NotesHow to display only the most recent Summary Note on the Cover Page

How to display only the most recent Summary Note on the Cover Page

The Summary File Note or Cover Note is a File Note which appears on the front cover of a matter.  The Summary File Note works exactly like a normal File Note, but will always appear as the first File Note in the Filenotes tab and the content of this note will be displayed on the front cover of a matter. This Summary File Note is often used as a detailed status record for the matter due to the fact you can fit a lot more detail than is possible in the standard File Status dropdown.  

This article covers how a user can set their user preferences to have the cover page only display the most recent Summary Note entry.

1. Open the Summary Note

The easiest way to access the Summary File Note display settings it to first open the Summary Note by clicking the Open Filenote button on the cover page of any matter.

2. Click the User Settings button

After the File Note has opened, clicking the settings button in the right hand corner.

3. Change the User Preference

Once the Options window appears, to set the Summary Note to only display the most recent entry, tick the box for "Show only the most recent cover page summary note".

4. Click Save & Close

To save the user preferences, click Save & Close.

5. Click Refresh

To update what is shown on the matter that is currently open, click the refresh button in the top right hand corner.

The Summary File note will now only show the most recent Summary Note entry.