video1.0<iframe src="https://www.loom.com/embed/fe40fd58ac3342f98ceec78dfa0632e1" frameborder="0" width="2760" height="2070" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>20702760Loomhttps://www.loom.com20702760https://cdn.loom.com/sessions/thumbnails/fe40fd58ac3342f98ceec78dfa0632e1-369bc18c05719f10.gif200.488This Loom explains how to create and manage notes inside a page to track evolving case information. It shows that notes can be created almost anywhere, including while viewing a document, on a selected area, on a specific page range, on an entire document, in the client page, in the conditions view, in the timeline, and even from AskPage responses. Notes can be associated with conditions, given tags, and added to the case plan as specific issues. View notes via the notepad in the right rail or a new window, export them with filters, and note that the visible note count changes when filtered by condition.