Replying to notes

Alerts and notices

Follow the steps below to reply to a note.

  1. If the note to which you want to reply is not already open, double-click it in the Workpapers tab or the Notes List tab.
  2. Click the Reply to Note Reply to Note button button in the toolbar.
  3. Enter the reply text in the text area.

    You can use the toolbar at the top of the dialog to cut, copy, paste, and format text.

  4. Click OK.


  • AdvanceFlow displays note replies in the Workpapers tab and Notes List tab, within a collapsible list beneath the original note.
  • Note replies are sometimes referred to as child notes of the original parent note.
  • The child notes can have a priority or status that is independent of the parent note.

Related articles

AdvanceFlow notes overview

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