Case notes let you record personal notebooks and thoughts directly in amaise — structured, shareable, and always available on the case. The case notes panel is accessible alongside all main views (Dashboards, Case history, Document study).
Open case notes
You’ll find case notes in the tool bar on the right edge of the screen. Click the notebook icon — or press G then N — to open the panel. With Open in separate window, a notebook opens in its own browser window; Copy link in a notebook’s More actions menu (⋮) gives you a direct link to share with colleagues on the case.
Create a notebook
Click Create notebook
Enter a title
Choose under Define notebook access who can see and edit the notebook (see "Set access rights" below)
Optionally select a template
Write your content in the rich-text editor — with formatting, lists, and more
The notebook saves automatically (3 seconds after you stop typing — 15 seconds when the change adds a new mention, so you can still undo the notification). The status All changes saved appears once everything is saved.
Editor features
The notebook toolbar offers these tools:
Undo / Redo — reverse or repeat actions
Text formats — bold, italic, underline
Text size — adjust titles and headings
Text color — color your text
Highlight — emphasize text with a background color
Tables — insert and edit tables
Quotes — insert quote blocks
Lists — numbered and bulleted lists
Link — links whatever you have in front of you: a document, a dashboard card, or a case history entry
Mention a person — notify a colleague
Insert image — add a PNG or JPG to the notebook
Insert images
There are three ways to add an image:
Toolbar — click Insert image and pick one or more files
Paste — copy an image and paste it at the cursor
Drag and drop — drag an image file into the notebook; it lands exactly where you drop it
PNG and JPG are supported, up to 10 MB per image. For any other format or an oversized file, amaise tells you why the image wasn’t inserted.
Open an image full size in a new tab with a double-click — in a notebook you can only read, a single click is enough.
Images are stored on the case: anyone allowed to read the notebook sees them. Images work exactly the same in the separate notebook window (Open in separate window).
Link to documents
Type # in the editor and pick a document of the case from the list — a link to that document is inserted.
The link icon in the toolbar links whatever you have in front of you — the tooltip tells you what that will be:
Insert link to current document — the document open in the PDF viewer, at the page you’re viewing
Link this dashboard card — the card you’re currently at on the dashboard
Link this case history entry — the entry selected in the case history
If none of these is open, the button reads Link a document and opens the document picker.
Text selected — the selected words become the link
Nothing selected — the name of the linked item is inserted
Every link appears in the text as a chip: an icon for the kind of target plus the item’s name — for example Linked dashboard card while the card hasn’t loaded yet.
💡 When you copy text from a document and paste it into the notebook, a link to the document and the exact text location is created automatically.
Jump to linked documents
Every link in a notebook is clickable. Click one and the PDF viewer opens at the exact document and page. For pasted quotes, the view also scrolls to the highlighted passage.
If the link points to a dashboard card or a case history entry, amaise switches to the matching view and reveals the item. If that view isn’t enabled for you, amaise tells you so.
Mention colleagues
You can address someone directly in a note. The person you mention receives an email naming the case, with an Open mention button that takes them straight to the note.
Type @ in the editor — or click Mention a person in the toolbar
Pick the person from the list
The email goes out when the note saves — 15 seconds after your last change
Only internal colleagues of your workspace are offered — external users never. People the case's access group rules out are not offered either. And if someone you mention turns out not to be able to read the note, they are not notified either.
💡 Picked the wrong person? Click Undo while the message at the bottom of the screen is still showing and nobody is notified. If the email has already gone, amaise tells you so.
In a private notebook nobody is notified, because nobody but you can read it. amaise tells you so as you mention someone.
You can also mention colleagues directly in a document comment — see the article Document study: PDF viewer and annotations.
Use templates
When creating a new notebook, you can select a template. Templates provide a ready-made structure for common notebook types. The template is preselected based on your profession — but you can change it anytime.
Editing rights
You can only edit your own notebooks. Notebooks from other users are read-only for you — unless the access level is set to Shared.
Set access rights
Each notebook has an access level:
Default — Any user with access to this case can read the notebook
Private — Only you have access to this notebook
Restricted — External users have no access to the notebook
Shared — All users can edit this notebook
You can change the title and access level later at any time: open the notebook’s More actions menu (⋮) and choose Edit.
Workspace administrators may, depending on their permissions, have access to all notebooks in a case — including private ones.
Print notebook
In a notebook’s More actions menu (⋮), choose Print to print it or save it as a PDF.
Delete notebook
In a notebook’s More actions menu (⋮), choose Delete to remove it permanently. You must enter the notebook’s title to confirm deletion. Deleted notebooks cannot be recovered.