Conditions - Action Bar

Overview: Learn about the actions available for each entry in the Conditions tab on Page.

Entry Actions

  • Every piece of evidence in the Conditions tab has an actions bar that appears when you hover over it. The following actions are available:
    • Copy link: Copy a link to the entry to share with another member of your team.
    • Bookmark: Mark entries for easy reference as you review. Bookmarks carry over to your timeline as well.
    • Take note: Take a note for your team on the specific entry
    • Edit: Adjust the date, confidence rating, and all underlying content of the entry.
    • Add or remove from conditions: Remove the entry from an existing condition or add it to multiple other conditions related to that piece of evidence.
    • Add to Case Plan: Add the entry as a piece of evidence at either the client level or the issue level.
    • Archive: Remove the entry from this specific condition as well as all other conditions and the timeline.
    • Remove: Remove the entry from this specific condition only.

Filtering by Bookmarked Entries

  • To view only bookmarked entries within a specific condition, click the bookmark icon at the top of the condition to filter the list.

Viewing Archived Entries

  • To view or unarchive entries, click the archived entry icon in the top bar for the specific condition.
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