How to edit a Filenote

After creating a Filenote, you may wish to edit the note. To Edit a Filenote follow these steps:

1. Enable User Permission

In order to edit a Filenote, your user profile must have permission to Edit Existing Filenotes.

Enabling Permission to Edit Filenotes

1.1. Login as Administrator

To set the user permission you will need to first login as Administrator.

1.2. Go to Preferences

In the top toolbar, go to Tools > Administrative > Preferences.

1.3. Set the User Permission

Now go to the User Permissions tab and set the user to 'Allow User to Edit Existing Filenotes'. Then click Save & Exit to finish.

2. Go to the Filenotes tab

Once you have logged back in as yourself, open the Matter and find the Filenote that you want to edit, by first going to the Filenotes tab of the relevant matter

3. Select the Filenote

To Edit the Filenote, first open the Filenote by double clicking on the record you wish to edit.

4. Select the Note to Edit

Once the Filenote opens click on the text you wish to change, then right click => Edit.

5. Edit the Text

The Text will appear in the edit box, adjust as required.

6. Save & Close

Once you have edited the text, click Enter, then Save & Close to update.

The Filenote has now been updated.