Any user with access to the case file from your side will be able to see the Notepad widget and any notes added to it. The other side will NOT be able to see your Notepad widget. The Notepad widget is essentially just a sticky ‘post-it’ on top of the case file!
How do I make a note?
To make a note in the Notepad widget, you just need to click on the notepad and begin typing! Then just click the floppy disk icon on the top right and this will save the note. The notepad is just for notes that anyone picking up the case in your absence may need; client’s on holiday, yourself on holiday and … Read More