Placed on an auxiliary case/matter form, this block allows users to create a case note and optionally email it. The body of the case note is created from the selected email template. Example use: Provide a link like "Volunteer Attorney Notes" on cases. Instead of a standard blank case note, the form will show a 'preformatted' case note to guide the volunteer in filling out the note body. Configuration Options: * Email Template selection (required) * Allow in E-Transfers Default * Allow Send as Message Button * Allow Save/Draft Note Button * Size of Notes Field * Allow Note to be Emailed * Other options for emailed notes * Allow Attaching Timeslips |
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