Page 110 - 3E User Manual- updated 3-2018

Matter Notes

o If the matter description is "UPS / Woodward Accident Analysis", type in "UPS" (which will result in
numerous matters) or "Woodward" (which will narrow the search).
o Press Enter once the criteria have been entered:

• A Query Dialog box will appear. Double click the matter.
• Enter a date in the Date Entered field.
o Shortcut keys: t= today; y= yesterday
• Type the name or timekeeper number into the Entry User field.
• Select the Note Type (defaults to Collection).
o Shortcut keys: a= activity; c= collection; e= evidence
o Use activity notes if recording a report date, logging correspondence, documenting conversations, etc.
o Use collection notes if the conversation/ correspondence is relating to Accounts Receivable.
o Use evidence notes if the conversation pertains to Evidence.
• In the Note field, type a summary of the correspondence or conversation. Copy and paste emails into this field
for easier note entry.
• Select Submit:

Matter Notes 3/27/2018