Manage Journals

Journals are files created with a simple text editor that allows basic formatting (similar to Microsoft® WordPad) in Rich Text Format (.RTF). Files are saved to a location of your choice with an extension of .JOU (saved on your personal computer or network location for which you have read/write access).

You can perform the following tasks with journals:

View or Edit a Journal

Close the Journal Window

Print a Journal

Delete a journal

Export a Journal File

Change a Journal Folder

Open the Review Module

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

View or Edit a Journal

NOTE: Because journal files are in Rich Text Format, you can open/edit them with document processing programs such as Microsoft Word. You can make changes to a journal file using such programs, but format changes that the journal editor does not support will not be visible in Review.

After you create a journal (see Create a Journal for more information), view or make changes as follows:

  1. Open the needed case or batch in Review (see Open the Review Module for instructions).

  2. In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.

  3. Double-click the needed journal file.

  4. View the journal. To edit it, enter and format text using the tools explained in Journal Editor Toolbar.

  5. Save the file, then close the journal window as explained in the next section.

Close the Journal Window

When you finish working in a journal, take one of the following actions:

  • If no changes were made, click to close the window.

  • If changes were made, click , then click to close the window.

IMPORTANT! If you make changes, you may not be warned that a journal needs to be saved before you close it. To avoid losing work, make sure that you save the file before closing it.

Print a Journal

Print an open journal

  1. Open the needed case or batch in Review (see Open the Review Module for instructions).

  2. In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.

  3. Double-click the journal to be printed.

  4. In the journal window, click .

  5. Complete the Print dialog box and click OK.

Print a closed journal

  1. Open the needed case or batch in Review (see Open the Review Module for instructions).

  2. In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.

  3. Right-click the needed journal file and choose Print.

  4. Complete the Print dialog box and click OK.

Delete a journal

To delete a journal:

  1. Open the needed case or batch in Review (see Open the Review Module for instructions).

  2. In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.

  3. Right-click the needed journal file and choose Delete.

  4. In response to the confirmation message, click OK.

Export a Journal File

To save a journal file as an RTF file (or a JOU file) in a location other than the journal folder, complete the following steps:

  1. Open the needed case or batch in Review (see Open the Review Module for instructions).

  2. In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.

  3. Right-click the needed journal file and choose Export.

  4. In the Save As dialog box:

    1. Select the location where you want to save the file.

    2. Enter a file name.

    3. Select the needed file type, .JOU.

    4. Click Save.

Change a Journal Folder

You can change the location where journal files will be saved as follows:

  1. Open the needed case or batch in Review (see Open the Review Module for instructions).

  2. In the Case Folders pane, right-click the Journal folder and choose Settings.

  3. In the Browse for Folder dialog box, select the new journal folder and click OK.

  4. If you have journal files in the old location, move them to the new location in Windows (File) Explorer.

 

Related Topics

Overview: Journals

Create a Journal