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. Click the Home link in the GoFileRoom toolbar.
  2. Click the My Tasks tile to open the My Work screen.
  3. Select a folder in the list, and then click the Action icon image icon in the Action column to open the FirmFlow Folder.
  4. Click a workflow and then click the Notes tab.
  5. Mark the checkbox next to the note that you wish to edit.

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

  6. Choose Options > Edit Note.
  7. Make your changes to the note text.
  8. Click OK to save your changes.

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

Related articles

Working with FirmFlow notes

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