Action Chaining: New Notes

Modified on Tue, 23 May 2023 at 11:41 AM

Faster Lawcademy: Video Tutorial 6.5.3
The following is a video tutorial.  For the best experience, click the "Full Screen" button while watching this video.


Create a New Note from Faster Suite

We can create more from the Faster Ribbon than just time and expense entries, let’s learn how to create a new note.

We’ll start by going to New on the Faster Ribbon and select Note.

In the window that appears, we can type a subject and description for our note, then optionally select a date or leave the date field blank to automatically use today’s date.

Next we’ll select a matter to save to and click Save in the bottom right to create the new note in Clio.

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