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How do I view edited notes?

Updated over 2 weeks ago

You can view the full history of edited notes by downloading a CSV file from the Notes section within a case.

How to download note history

  1. Open the relevant case and navigate to the Notes & Tasks section from the left-hand navigation bar.

  2. Under View Notes, locate the Download icon (a downward arrow) in the top-right corner of the notes list, next to the "View Notes" heading.

  3. Click the Download icon. A CSV file will be generated and downloaded to your computer.

What the download includes

The CSV file contains the complete history of all notes on the case, including:

  • Note ID -- a unique identifier for each note

  • User -- who created or edited the note

  • Action -- whether the note was created, edited, or deleted

  • Date -- the date and time of each action

  • Content -- the full text of the note at that point

  • Included In Report -- whether the note was flagged for inclusion in the Introducer Report

You can also see at a glance whether a note has been edited directly on the note card itself. Edited notes display an EDITED tag along with the name of the person who edited it and the date of the edit.

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