File Notes
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Working with File Notes
- Creating a File Note - When you have the Matter Open
- Create a File Note - When you have the Matter Closed
- Create a File Note - For a Potential Client
- How to use the Summary File Note
- How to display only the most recent Summary Note on the Cover Page
- How to Delete a Filenote
- Restore Filenotes - How to restore a Deleted Filenote
- How to edit a Filenote
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File Note Templates / Quick Parts
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File Note Preferences