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Info

https://support.actionstep.zendesk.com/hcsupport/en-ussolutions/articles/360000953028150000020030-Filefile-Notesnotes in Actionstep Help Center

Info

https://support.actionstep.zendesk.com/hcsupport/en-ussolutions/articles/360000942807150000142489-Systemsystem-Notesnotesin Actionstep Help Center

 

Hands-on

 
  • Create a file note on a matter.

 
  • Add or remove a party from the matter parties screen to see that reflected in system notes.

 

Continue to Matter Steps & Workflow =>