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 timeline, file review).
Open case notes
You’ll find case notes in the right sidebar. Click the notebook icon to open the panel. You can also open case notes in a separate window (detached mode).
Create a notebook
Click Create notebook
Enter a title
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). 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
Document link — insert a link to the current document
Link to documents
The Insert link to current document button (the link icon at the end of the toolbar) links text to the document currently open in the PDF reader — at the page you’re viewing.
Text selected — the selected words become the link
Nothing selected — the document title is inserted as a link
💡 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 reader opens at the exact document and page. For pasted quotes, the view also scrolls to the highlighted passage.
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:
Standard — 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
Workspace administrators may, depending on their permissions, have access to all notebooks in a case — including private ones.
Print notebook
Use the print function to print a notebook or save it as a PDF.
Delete notebook
From a notebook’s menu, you can delete it permanently. You must enter the notebook’s title to confirm deletion. Deleted notebooks cannot be recovered.