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Important: You are reviewing the Ipro for desktop 3.0 Help. To view the latest release of Ipro for desktop Help, click here. |
Create a Journal
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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:
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On the Dashboard, click the Review module.
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Select a Client and Case and click Open.
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In the Case Folders pane, right-click the Journal folder and choose New Journal. The Journal editor opens.
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If this is your first journal, complete steps a - c. Otherwise skip to step 5.
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When a message about directory selection appears, click Yes.
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In the Browse for Folder dialog box, browse to (or create) a folder for journals. See Overview: Journals for details about this folder.
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Click OK.
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If desired, resize the journal window or click to have the window stay on top on your desktop.
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Enter and format text using the tools explained in Journal Editor Toolbar.
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When your entry is completed, click the Save As button and save the file to your default journal folder.
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Manage your journal as explained in Manage Journals.
Related Topics
Version: 2019.3.0
Last Modified: December 2, 2019