The case notes editor has a rich text toolbar for formatting your document review notes. Apply bold, italic, headings, lists, code blocks, tables, and more with toolbar buttons or keyboard shortcuts.
Case notes toolbar buttons
The toolbar sits at the top of the notes editor and gives you one-click access to all formatting options. Select text and click a toolbar button to format it. You can also place your cursor and click a button to toggle the format for text you type next. Each button highlights when its format is active.
Text formatting
- Bold - Emphasize important terms and key findings.
- Italic - Mark case names, statutory references, or terms of art.
- Underline - Draw attention to specific phrases.
- Strikethrough - Indicate removed or superseded content without deleting it.
Headings
Use headings to organize your notes into sections. The toolbar has a heading button that cycles through levels. Headings help structure longer notes, especially when you're covering multiple topics or documents in a single note.
- H1 - Top-level section heading for major topics.
- H2 - Sub-section heading for organizing within a topic.
- H3 - Finer-grained heading for detailed breakdowns.
Lists
Lists help you organize observations, action items, and key points in a scannable format. Two list types are available:
- Bullet list - Unordered items for collections of observations or findings.
- Numbered list - Ordered items for sequential steps, ranked findings, or chronological events.
Additional formatting options
- Highlight - Apply a background color to draw attention to critical passages.
- Links - Insert clickable hyperlinks to external resources or references.
- Tables - Create structured data layouts for comparisons, privilege logs, or tracking grids.
Font size in case notes
The toolbar includes a font size selector. Available sizes range from 10px to 32px. The default works for body text, while larger sizes work well for callouts or emphasis within a section.
Select the text you want to resize and choose a size from the dropdown. You can also pick a size before typing to apply it to new text. The toolbar shows the current size.
Text alignment options
Align text to the left, center, or right. Left is the default and works for most content. Center works well for titles or section dividers. Right alignment fits dates, page numbers, or signatures in exported notes.
Place your cursor on the line you want to adjust and click the alignment button. The dropdown shows left, center, and right options with icons.
Keyboard shortcuts for case notes formatting
For faster formatting, use keyboard shortcuts instead of toolbar buttons. These work while typing in the notes editor:
- Ctrl+B Bold
- Ctrl+I Italic
- Ctrl+U Underline
- Ctrl+Shift+S Strikethrough
- Ctrl+Z Undo
- Ctrl+Shift+Z Redo
On macOS, replace Ctrl with Cmd. Undo and redo are especially useful for reverting formatting changes or recovering deleted text.