Adding FirmFlow notes

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To add a note to FirmFlow:

  1. From the FirmFlow - My Work screen, click a workflow and then click the Notes tab.
  2. In the Notes tab, click Options and choose Add New Note.
  3. Enter your note in the text area.

    Note: If the note is lengthy (and thus wraps at the end of the window), the scroll bar at the right edge of the Notes window allows you to access the hidden portions of the note.

  4. Select the note's type (Assembly, Delivery, Permanent, Review, or custom note type).
  5. Click OK to save the note.

When you add a note, an automatic sequential reference number, audit information, and date and time stamps are added to the note.

Related topic: FirmFlow overview

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