Adding case notes to emails

Last published : Apr 17, 2026
Notes are case-specific. A note that is applied to an email in one case does not appear for the same email in a different case. Reviewers can apply notes to an email that are visible to other reviewers of that case.
To apply a case note to emails
  1. Display the Review Status Tags list of emails for the associated case.
  1. Select a message to display it in the message preview pane.
  2. In the preview pane for the message, click Notes to add or review the notes for this email.