Editing FirmFlow notes

Alerts and notices

All users with the appropriate permissions can edit their own notes. Notes must be open to allow editing.

  1. In the My Work screen, click a workflow and then click the Notes tab.
  2. Mark the checkbox next to the note you wish to edit.

    Note: Only one note may be edited at a time.

  3. Choose Options > Edit Note.
  4. Make your changes to the note text.
  5. Click OK to save your changes.

The audit information is updated to indicate that the note was edited.

Related topic: Working with FirmFlow notes