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Keep consistency across your notes – for both you and your organization.

Create Template
Templates can be created in any of the 3 editors, but for complex templates, you will want to use the Advanced editor.


Add Existing Template

The Quick Menu within the editor allows for quick access to add an existing template.

- TEAM Templates
Shared by all users within your organization account. - MY Templates
Your personal templates that only you can see.
The “Insert Template” dialog will show a preview of the template once you click on the template name.


Edit Template
- Select & Insert the Template
- Edit the Template in the editor
- Save as a New Template (ALT+C)
- Delete the old version of the Template
Template Dialog Info & Options

Move “MY” Template to “TEAM” Template section allows you to share your templates with the rest of your team.
A Person entity can be added as a specialized note.
When added, the entity will also show up in the “Entities” section available on the main side menu.
To add an entity, go to:
“Add Specialized Note > Person Entity” option.

Select the type of Entity you want to add…

Upload one or more images of the person.
This can include a picture of the person (if legally allowed) or pictures of their ID.




When you edit an entity, Forensic Notes will create a new note to document the changes you made.



When you add your location to your notes, it will include the following:
- Latitude / longitude coordinates
- Satellite view (approx. 75-meter / 246 feet radius)
- Map view (approx. 2 kilometer / 1.2 mile radius)
- License Type
- Purchase Date
- Annual Support Fee
- Licensing Cost
- Dongle information



Manage software dongles.

Contact sections include:
- External Contacts
- Internal Contacts

External Contacts


Internal Contacts


IMPORTANT - CMS Configuration
The Case Management System (CMS) configuration will determine how each section of contacts is used.
Private Industry CMS
Internal Contacts:
Will not be used in the CMS and can be used as a contact list for all internal employees within your organization.
External Contacts:
Will match the organizations and contacts used within the CMS.


Law Enforcement CMS

The Entity section lists all “Person” records added to notes using the

This allows you to see all entities entered into the application and find the note where it was entered.

If you click on “View Entity in Notebook”. The application will load the notebook and scroll to the note.

View Entity in Notebook
If you click on “View Entity in Notebook”, the app will open the notebook and scroll to the latest version of the entity. The note will also be highlighted with a yellow border allowing you to find the information you need.


Edit Entity
When you “Edit” an entity, the original information remains while a new note is created that will include any of the changes made.
This allows you to know what information you knew at the time of the note while still allowing the entity to be updated.


If you return to the Entities page, Edward’s record will be updated to include the latest information.


Keep notes and exhibits organized in one place.

CMS Settings & Options
Forensic Notes Case Management System (CMS) is designed to help keep your investigations organized.
The CMS can be set up for either:
- Private Industry
- Law Enforcement
Depending on the above selection, the structure of your CMS will be as follows:
Private Industry:
- Client
- File
- Section
- Work Request
- Exhibit
- Exhibit Details
Law Enforcement Agency:
- Project
- Incident #
- Department
- Work Request
- Exhibit
- Exhibit Details



Additional Information
- Open Notebook (view notes entered)
- Info (basic notebook information)
- Download Notebook
Our goal is to provide transparency, accountability, and trust in the information you enter.
Our Full-Disclosure package provides the essential information the courts need. This includes all versions of notes, original attachments and metadata to show when it was recorded.
If you want to review your notebook or note, you can download the PDF Only version. But if disclosing your evidence to the courts, you will want to provide the Full-Disclosure package.

Common FAQ's
What is the format of a Forensic Note or Notebook?
Forensic Notes and Notebooks are in PDF format so they are readable on any device capable of viewing PDF documents.
Each Forensic Note and Notebook is also:
- Embedded with a digital Timestamp issued by an Independent and Trusted Timestamping Authority (TSA).
- Digitally Signed
- Entered into our Private Blockchain
Both can be downloaded within a password-protected ZIP archive to help ensure the security of your private information.
Should I use the same password for downloading my Forensic Notes as my login credentials?
How do I extract the files from the downloaded ZIP file?
Mac Users
Opening & Viewing ZIP Files
Forensic Notebooks & Notes are typically downloaded in a password protected ZIP file. Unfortunately, Mac O/S does not natively open password protected ZIP files.
The error provided by the Mac O/S can be vague making it seem like the download was corrupted.
The solution is to use 3rd party software. For a FREE option, we suggest Keka.
Our goal is to provide transparency, accountability, and trust in the information you enter.
As a result, the ability to delete notes and notebooks is restricted unless a specific request is made. This helps to protect against allegations from an opposing party that you deleted information from the system.
To hide this note from your view, you can “Mark Notebook as Deleted”.
If you need to recover this notebook in the future, please contact support.




Quick Add
Add notes and attachments (pictures, videos, files) to your notebook without opening the notebook.
Note - Quick Add
Full function editor allowing you to add formatted notes or use templates (ALT+T).


Attachment - Quick Add
You can drag/drop images, browse your hard-drive or take a picture or video without needing to load the notebook.
This feature allows you to quickly add notes when in a hurry.


Attachments will upload and automatically be added to the notebook selected.


Now if you go into your notebook, you will see the attachments you added with the Quick Add feature.








Additional Information
- Quick Add – Notes & Attachments
- Open Notebook (view notes entered)
- Info (basic notebook information)
- Download Notebook
- Rename Notebook
- Mark Notebook as Deleted
- Quick links to active cases
- Calendars showing events bookmarked in notes
ADMIN’s have the ability to manage all team members in the “Team Management” section.
This includes the ability to Disable Users.
No information is deleted when a user is disabled.
Disabled users can be Enabled at any time.




The user’s access will be instantly disabled.






No information is deleted when a user is disabled.
Disabled users can be Enabled at any time.
ADMIN’s have the ability to manage all team members in the “Team Management” section.
This includes the ability to reset passwords.




Enter the new cellphone number associated to the user…




ADMIN’s have the ability to manage all team members in the “Team Management” section.
This includes the ability to reset passwords.




Confirm that you want to reset the users password…




The users’ password will be reset.
A new temporary password will be sent to the user via Text Message. They will need to use this password the next time they log in to Forensic Notes.
When they log in, they will be required to change their password to a more secure password.


Also, the user will receive an email advising them of the password reset.
This not only notifies the user, but also allows them to verify that the phone number is correct.


All ADMIN users will also be notified of the Password Reset for security purposes.


Profile settings page is available to all users.




Click “OK” to install the latest version.
Advised To Upgrade by Support
- Open main menu in app
- Click on “Get Latest Version”




- ADMIN
- Regular
- Add/remove team members
- Change access rights
- Reset passwords
- Change MFA phone #’s
- View all notebooks
- View audit logs
Change User Access Rights




Once you decide to change the Access Rights of a team member, you will confirm your decision.


To reverse this action and change an ADMIN user to a Regular team member, follow the same steps, except now, select “Change to Regular User”.

