Journals

Journal entries can contain attachments along with descriptions and subjects. They can be a number of different logs, including meeting notes, status reports, or telephone calls that you want to save with your client.

This article covers the following:

• Adding a Matter Journal Entry
• Deleting a Matter Journal Entry
• Editing a Matter Journal Entry
• Managing Comments on a Journal Entry
• Journal Entry Overview Page
• Attaching Documents to a Journal Entry

Adding a Matter Journal Entry

1. Click +Add on the Journal tab of the Matter Overview page. The Add Journal Entry window displays.

   

2. Fill out the fields as necessary.

   Fields marked with * are required.

   Field	Description
   Subject*	Enter a subject for the journal entry.
   Date*	Select the date for the journal entry.
   Description	Enter a description for the journal entry. Use the tool bar as necessary to format your text.
   Category	Select a category for the journal entry.
   Attachments	Choose a file to upload or drag and drop it to the location. Any documents added here will also display in the Documents search, categorized as a journal entry.

3. Click Save. The journal is added to the list.

Viewing Existing Journal Entries on the Journal Tab

Once a journal is added, you can view general information about them.

Some of the information available for staff depends on what is completed in their Contact Information.

Column	Description
Subject/Details	Displays the subject name of the entry and the description. Click on the subject name to access a slide-out window with more details. From here, you can click View More to access the Journal Entry Overview page. Here you can perform the same actions to the entry (edit, delete, add a comment) but can also print the overview page or add a document.
Category	Displays the category of journal entry.
Entered	Displays the date when the entry was created and by who.
Last Commented	Displays the last time a comment was made on the entry.
Privacy	Displays either Private or Shared, depending on its availability to the law firms assigned to the matter.

Deleting a Matter Journal Entry

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You can delete one or more entries if they are no longer needed. Any documents attached to the journal entry will still be available from the Documents Search page.

You must be the journal entry owner or have the Admin role to delete a journal entry.

1. Select one or more journal entries by placing a check mark next to their name.
2. Click the Delete button. A delete confirmation window displays.
3. Click Delete.

Editing a Matter Journal Entry

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You can edit a journal entry that was made by a user at your firm. Entries made by a client can only be edited by users at that organization.

1. Select the check box to the left of the journal entry.
2. Click Edit. The Edit Journal Entry page opens.
3. Update the journal entry information as necessary. See the section 'Adding a Matter Journal Entry' to learn more.
4. Click Save.

Managing Comments on a Matter Journal Entry

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Comments can be added to journal entries to make extra notes or to communicate with the entry's owner. Comments help you to keep track of the matter status and view updates. They are accessible from the Journal Entry Overview page.

1. Select the check box to the left of the journal entry. If you have more than one entry selected, you will be unable to add a comment.

2. Click Add Comment. The Comments window displays.

   

3. Enter a comment in the comment box.
4. Click Save. 

Editing or Deleting an Existing Comment

If you wish to edit or delete one of your previous comments, you can select and click the Add Comment button.

Comments can only be edited or removed by the user who has added them. Clients can not edit your comments, and you can not edit comments made by client users. To find existing comments on a journal entry, view the Journal Entry Overview page.

1. Once you've clicked Add Comment, locate the comment you wish to edit.

   

2. Perform one of the following actions:
   • Edit the Comment
     • Click the pencil icon. The text becomes editable.
     • Make any changes to the comment as necessary.
     • Click Save.
   • Delete the Comment
     • Click the trash can icon. The Delete Comments window displays.
     • Click Yes, Delete.

Journal Entry Overview Page

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Once you click on the subject of a journal entry in the Journal tab on a Matter Overview page, you will see a slide out with more info about the entry. 

Click View More to access the Journal Entry Overview page.

If you are the journal entry owner, you can add or remove attachments, make comments, or perform the following actions:

Action	Description
Edit	Click this button to edit the information on the entry.
Delete	Click this button to delete the journal entry.
Attach Document	Click this button to browse your files and attach a document. You can also add a file or drag it into the Attachments section.
Print	Once you've selected a journal entry, click this button to add a comment to a journal entry. You can also edit or delete your existing comments here if needed.

Attaching Documents to a Journal Entry

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If you are the journal entry owner, you can attach email correspondence, videos, receipts, and other matter-related files from the Journals tab on the Matter Overview page. Once attached, a journal attachment is also available in the Documents tab. Journal attachments inherit the security of documents attached to a matter.

1. Click the Journal tab on the Matter Overview page.
2. Click a link in the Subject/Details column. The Matter Journal window displays.
3. Click View More.
4. Click Choose a File or drag and drop a file.
5. Browse and select the file to be attached.