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.
