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This article applies to:

  • Product: SMART Practice Aids

Add and Delete Note Examples

One of the primary functions of creating and maintaining a Firm Library is adding disclosure note examples to a library and organizing them by topic.
To add a note to a Firm Library
:
  1. Open the Firm Library application from your desktop:
  2. Use
    File > Open
     to open the Firm Library you want to work with ... (or create a new Library:
    File > New
    ).
  3. Click the
    Add New Note
     button at the bottom of the center pane. (You can also select
    Add New Note
     from the
    Insert
     menu.)
  4. The
    Add New Note
     window opens. Type the title of the note in the
    Enter Disclosure Title
     field.
    note
    You can also add an optional summary of the note by clicking
    Summary Description
    .
  5. Select the topics you want to assign to the note by clicking in the
    Assigned Topics
     field. A selection window will open.
  6. Click the check box next to every topic you want to assign to the disclosure note.
  7. Type the text of the disclosure note in the provided field. (Use the provided toolbar to format the note text.)
  8. Click
    OK
     to save the note. The new note will display in the Navigation pane under the topics it was assigned to.
To delete a note from a Firm Library
  1. Open the Firm Library application from your desktop.
  2. Use
    File > Open
     to open the Firm Library you want to work with.
  3. Locate the note you want to delete in the Navigation pane.
  4. Right-click the note title and select
    Delete Note
     from the pop-up menu.
  5. Click
    OK
    on the confirmation window.