Tutorial #2 - Create a WorkPad

A WorkPad is a text editor where you can make notes about any topic which you wish. It is a great place to keep information about different legal topics which may interest you.

For this tutorial, when you create your WorkPad, choose a topic which is relevant to one of your clients because in the next tutorial you will get to create a Matter for a client and you will then be able to link the WorkPad you have created to that Matter.

Step 1.

Click on the big plus button at the top of your Work Center. You can then give the WorkPad a name, and you can then start adding text straight away.

Step 2. 

Press Done and your WorkPad is created. You have successfully created your first content in Casenoter – a new WorkPad.

Go to your Work Centre and there it is.

Step 3

Now click on the WorkPad and it opens. You can then start editing the text and do a lot more with all the text editing tools.

Give it a go and see how it works

You can then organise the WorkPad by linking it to a client Matter or one of your Binders: -

• Tutorial #3 - Create a client Matter 

• Tutorial #4 - Create a topic Binder 

As well as adding Keywords from the Casenoter Topic Tree: -

• Tutorial #5 - Add Keywords and Browse the Libraries