This article describes the Intake activity on the Notes Tab.
NOTE: You must have at least Enabled permissions to My Intakes and/or Others' Intakes (to view Intakes) and Case > Notes Tab (to access Notes Tab activity). You must have Modify permissions to Case > Notes Tab (to make changes to a Note).
The Activity Feed keeps a full record of Notes linked to an Intake. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action. From the Activity Feed, Notes can be viewed, edited, and emailed.
Click the View button to display a preview pane.
From the preview pane, click the pencil icon or the Edit button on the Activity Feed to display the detail view of the Note on the Intake Notes Tab. Changes can be made directly on the preview pane by clicking the pencil icon to the right of a field. Click
to close the preview pane.
Click the Email button to email the document as a link from your firm's SharePoint, a copy, or PDF.