🧭 Ways to Create an Event

There are multiple ways to create an Event in Casefriend. This guide covers:

• Creating a New Event from the Timeline
• Uploading a Document to an Event
• Adding an Existing Email to an Event
• Creating and Sending an Email to an Event

📝 Create a New Event from the Timeline

Step-by-Step Guide

1️⃣ Open the New Event Form

• From the Case Timeline, click the Timeline menu
• Select New Event

• Or press ‘n’ from the Timeline for a shortcut

  ✂️note: all our keyboard shortcuts are available here.

2️⃣ Enter Event Details

• Choose the Event Type
• The Event Category will auto-populate based on the selected type
• Enter an Event Title
• Choose the Event Date (defaults to today)

💡Fill in any additional fields. Depending on your firm policies, some Events may require fields to be completed before saving. 

3️⃣ Save the Event

• Click Save Event

✅ Your Event will now appear on the Case Timeline