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  3. FAQ: Cases and Sessions

FAQ: Cases and Sessions

Check here for a list of questions that may arise from the time you are contacted about a new case through its conclusion.

  • Can I use ADR Notable in a remote mediation session?
  • I am a single practitioner; should I still set up My Firm?
  • I am a mediator for several different organizations.  How do I associate a new Case with the correct Firm?
  • How do I move my cases from my old firm to my new firm?
  • I created a Checklist in My Library but it doesn't show up in my Case. Why not?
  • Where is the Checklist folder?
  • Why does my Checklist not have a way to check off items?
  • What is difference between Case ID and External Case Number?
  • What are the options for adding parties comprised of several separate entities?
  • What is the difference between Case Report Notes and Administrative Notes in the Case Setup?
  • How do I invite a colleague to join my case?
  • Can ADR Notable help me do a conflict check?
  • How do I set the status of a Case?
  • How can I amend or edit a Note that I have already entered on My Noteboard?
  • Why can I not see all the documents from My Library when I open the Files folder from the Case Dashboard?
  • What is the Retained Documents folder?
  • What does it mean to archive a case?
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