Instead of typing the same notes for each case\/job \u2014 or copying and pasting the info from a\u00a0Word<\/em>\u00a0doc \u2014 create templates of boilerplate text to fill the notes fields in cases and jobs.\u00a0<\/strong><\/p>\n With the Notes Templates function you can create templates of text for different types of notes. Create as many templates as you want for specific notes fields in cases and jobs \u2014 such as scheduling notes for different types of jobs or even for specific firms or contacts. Style the text in your templates with different font treatments (e.g., font weight, size, and typeface) and colors.<\/p>\n Then select the appropriate template when scheduling a job\/setting up a case\/etc. If needed you can edit the note to fit the case\/job you applied the template to \u2014 but that will still be less typing than starting each note from scratch.<\/p>\n Notes templates are saved on the RB9 server and are available to all of your RB9 registered users. You can edit your saved templates to update them as needed.<\/p>\n Notes templates are organized into Notes Groups so that when selecting a template in a Notes field only the relevant ones appear. For example templates saved in the Cases-Remarks Notes Group will be available to select in the Remarks field in a case listing.<\/p>\n Notes templates are organized into the following Notes Groups:<\/p>\n Notes Groups are preset by RB9 \u2014 you cannot edit or add new groups. You can search for notes in a single Notes Group, several groups, or all groups at once. Export your search results as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: Save time entering notes by setting up templates of boilerplate text you can apply to notes fields in cases and jobs.<\/strong><\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters.<\/p>\n","protected":false},"excerpt":{"rendered":"Contextual notes templates<\/h2>\n
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RB9 concepts in this lesson<\/h4>\n