You can add a note in Case IQ by entering and saving data in a New Note form. You can access the New Note form in any of the following ways: (1) the Add Note button on the Notes Grid page, (2) the “+ Add ” button on a case's page, or (3) the Add Note button on a case's page, under the Activity tab and Notes sub-tab.

To create a new note, click the Add Note button and complete the following fields on the New Note form:

• Case #: if you click the Add Note button or the “+ Add ” button on a case's page, the “case number” field will be automatically populated when the New Note form is loaded. However, if you access the New Note form from the Notes Grid page, the “case number” field will need to be manually filled in.
• Note Type: define what kind of note you are adding. System Administrators can update this list in the settings.
• Details: type the content of your note that you would like to record in Case IQ.

When you have finished filling in the form, you can click the Save button to submit your note. You can also use the “Save and Copy” option in the Options () button menu to quickly add another note for the same case. The original note record will be saved and another New Note form will be loaded. All values that you entered in the previous form will be copied over to the current New Note form.

Link a Note to Another Record

When adding a note, you can link it with another record, such as a party, file, or to-do, for the same case to show a connection. For example, you could link a note to one of the case's parties if the note is a transcript of an interview with the party. You can link a note on the New Note form using the following steps:

1. Click the Link () button on the New Note form.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how these records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. Select one or more records to which you want to link to the note. You can link up to 50 records with the note at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The links will be created after you save the New Note form. When the links are available, they will be displayed on the note's page, the other record's page, and the case's page under the Links tab. You can now close the "View all linked records" pop-up and continue filling in the New Note form.

You can add and edit more links after creating the note. Refer to Link a Case's Records for details on editing and deleting record links.

Attach a File

You can add any relevant files to the note on the New Note form or the note's page after creating the note. Click the Add File button and the New File form will be loaded. See details on completing the New File form in Add a File. After clicking Save on the New File form, you will be navigated back to the note's page.

Add a Comment

You can add comments to the note on the New Note form or the note's page after creating the note. Adding comments can be especially useful to provide updates to the note without changing the original note details. To add a comment, type in the text box at the bottom of the Note page and click the Add Comment button.