If you send an associated Note, it appears in the Notes lists of the records with which it is associated. If you send an unassociated Note from the list in the Notes module, it immediately disappears from your list and, either immediately or on the future send date you specified, appears in the recipient's Unassociated Notes list. Optionally, associate the Note with File(s), People, Event(s), or Library Page(s). Or, to have the Note sent automatically on a future date, select the On Date option, and then enter a date. To have the Note sent as soon as you click Send, select the Immediately option. You are just selecting recipients, not associating the Note with these People. One way to send a Sticky is to send a new or existing Note in the form of a Sticky from the Note Details dialog.Ĭlick the Select People button in the section below the Note text box in the Note Details dialog, and select the People to whom you want to send the Note. You can also send Sticky Notes, or have Sticky alerts sent automatically, from other places in Amicus Attorney. You can send a Note as a Sticky, either from a new Sticky Note dialog or a Note Details dialog (as described above), or by simply replying to a Sticky that you received. If you want to have the Sticky sent later, or want to associate the Note with Files or other records, click Details before sending the Sticky. If you send a Note that is associated with two Files to three Firm Members, then each of them sees a Sticky on their screen, and three Notes appear in the All File Notes list for each of the two Files. If you send an unassociated Note to three Firm Members, each of them sees a Sticky on their screen and receives their own unassociated Note (added to their unassociated Notes list in the Notes module). If you send a Note as a Sticky to more than one Firm Member, a separate Note is delivered to each of them. In the Sticky dialog, assign File(s) if desired, type your message, and then click Send. Select the recipient(s) for the Sticky and click OK. The simplest way to create and send a Sticky to yourself or another Firm Member is to click the click the Add icon on the taskbar or to choose File > New > Sticky from the main menu in any window. If the recipient's Amicus Attorney application is minimized, a Sticky desktop alert pops up from the Amicus Attorney icon in their Windows Taskbar notification area for a few seconds.Įach Sticky displays the contents of an accompanying Note. It appears in a dialog on the recipient's screen, in front of any other Amicus windows and dialogs.
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