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Turn a case note into a notebook entry

The thing you learned is written on the case. Six months later you want it in the note where you keep that topic — not buried on a case you would have to find first.

  1. 1

    Write it where the case is

    Every case has a private note. Write in it at the time, while you still remember which detail mattered.

  2. 2

    “Move to Notes…”

    The case editor's note panel opens a sheet with two choices: make this a new note of its own, or append it to a note you already keep.

  3. 3

    An appended block says where it came from

    The append writes a provenance line carrying the case's id, its date, and the procedure. That line is the only durable record of where a paragraph in a long note originated, so it is treated as a contract rather than a formatting flourish.

  4. 4

    The order of operations is the safety story

    The destination is written first, and the case's note is cleared only after it lands. If the destination write fails, nothing changed — and the sheet says exactly that. If the clear fails, the text is in both places and it says that too, rather than reporting a move that half happened.

    Undo restores the source first, for the same reason: at every step, the text exists somewhere.

  5. 5

    The case still points at it

    The case editor lists the standalone notes linked to it, so a note that moved is still reachable from the case that produced it.

Both sides are encrypted — a field-encrypted note on the case, a sealed blob in your notebook. The move never writes plain text to disk.