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.
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