Step 2: Add the New Statement

KEY STATEMENT SUMMARY DATA
Once the new statement is started, you can type any electronic Notes. Press the F2=Notes key to add a new note connected to this new Statement. There should be no notes shown on the list of notes on the next screen. Press F3=Exit to exit the list screen, then press the 'F6=NewNTS' key to add a new note. The note will be linked to the new Client Statement you are creating. If you also want to link the note to the ONECase case, wait until you create the case to start the note.

You can start a new note or maintain an existing one from any one of the major Client Statement screens.
Find the F2=Notes key and press it to access the 'Work with Client Statement Notes' program.