Create a Journal

NOTE: Only one journal file can be open at a time. If you are working in a journal and want to create a new journal, save and close the open journal file before creating a new one.

To create a journal in Review:

1. On the Dashboard, click the Review module.

   

2. Select a Client and Case and click Open.

   

3. In the Case Folders pane, right-click the Journal folder and choose New Journal. The Journal editor opens.

4. If this is your first journal, complete steps a - c. Otherwise skip to step 5.

   1. When a message about directory selection appears, click Yes.

   2. In the Browse for Folder dialog box, browse to (or create) a folder for journals. See Overview: Journals for details about this folder.

   3. Click OK.

5. If desired, resize the journal window or click to have the window stay on top on your desktop.

6. Enter and format text using the tools explained in Journal Editor Toolbar.

7. When your entry is completed, click the Save As button and save the file to your default journal folder.

8. Manage your journal as explained in Manage Journals.

 

Related Topics

Overview: Journals

Manage Journals