Files > Manage notes on a file

Manage notes on a file

Amicus makes it easy to record notes on a file.

From the Amicus taskbar in any view, click the down arrow next to New

Or, from a document details window, click New

This will associate the new note with the document (which is associated with a file).

Enter details

Notes

● A note must be associated with a file. You can simply change that association later, unless the note is also associated with a document.

● If a note is on a document and you change the document's file association, the note will become associated with that new file.

Viewing the Notes on a file

● View all notes on the file, optionally excluding the notes created on documents that are on the file.

Creating a follow-up item from a note

● From the Notes view or a Note details window, click Follow-Up, and choose whether to create a new task, email, phone call, or appointment.

● In the new item, the text from the note is already filled in. If you create an email from a note that's associated with a document, the document is automatically attached to the new email.