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Printing Case Notes

General, Emails, Phone Calls, Value Notes, NeosAI Chat, and Postage notes can be printed from the Notes tab detail view.

NOTE: You must have at least Enabled permissions to Case Folder > Notes Tab to view notes.

To print a Case Note:

  1. In the desired Case, select the Notes tab.

  2. From the list view, double-click the Note you wish to print or click the Details button on the preview pane.

  3. Click the three-dot button and click the Print option or click the print icon

    on the rich text menu.

  4. A Print Preview screen will open showing the Case Name, Created Date, Staff, Topic, and note body.

  5. Use the right pane to select print settings and click Print or Save.

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