Use the Documents & Notes page to view, enter, or edit matter notes in a matter record.

Narratives are history records whose default category is Matter Narrative. Each narrative provides the date and time of the narrative, and the name of the user who entered the information.

Narratives are intended to capture large amounts of text, but should not take the place of information that you can enter in a specific field. For example, the details of a negotiation should be entered on the Negotiations page rather than in a narrative.

You can also record statements about the matter status. Matter status records are history records whose default category is Matter Status. You can view the description of the latest matter status in the Status Summary field on the on the Dispute General page.

Each Narrative record also has a Categories, Security, and Workflow page where you can enter additional information related to this narrative history record.

To create or edit a narrative

1.Search for a matter and open it. 2.In the left pane, click the Documents & Notes link. The History page opens. Disputes Narratives Page 3.Select one of the following options: oTo create a new narrative (history) record, click New. oTo edit an existing narrative (history) record, click Edit. The record opens to its General page. History General Page 4.Complete the following information: oIn the Date field, click the calendar, and then select the appropriate date. The current date is the default. This is a required field. oIn the Time field, select a time from the drop-down list. The current time is the default. oIn the Description box, enter the appropriate details. This is a required field. 5.If necessary, click a link in the left pane to enter additional information for this narrative record. See Dispute and Transaction Matters for more information. 6.Select a save option.