Creating a note is one of the fundamental features of CaseActive. It allows you to streamline your workflow and keep critical information accessible and organized. This documentation will guide you through the whole process of creating a note in the CaseActive hub:

• Login to your CaseActive Account and click on the LOBBY button of the Hub.

• You will land on the user dashboard of that hub. From here, you can access all the cases in this hub that you have been assigned to. Now click the “Open” button of your targeted case.

• Click on the “Notes” section on the left of the case categories. Then click on “+ New” to create a new note.

• Fill in all the required details and click the “Create form” button.

• Now click “Edit note” in the drop-down menu of the note you created.

• Here, you can either click on the blank page to create the note from scratch or on upload to upload one from your device.

• After clicking on the “Blank Page,” you will see an interface called the document builder. It gives you various options to create and customize your notes.

• Click here to learn how to use document builder in detail.

Note: You can attach media to a note by clicking edit media in the drop-down menu.