Working with FirmFlow notes

Alerts and notices

The Notes tab provides a consolidated view of Permanent, Review, Assembly, Delivery notes, and other custom notes your firm has defined. You can add, close, open, or delete any of these note types from the Notes tab. In addition, you can undock a Note window and continue reviewing other workflow tabs for simultaneous viewing.

To access the notes area, click a workflow on the My Work screen to open the FirmFlow Folder screen, then click the Notes tab.

  • Use Review notes to communicate instructions between users about the preparation and review of an engagement without requiring external communications like phone messages, handwritten notes, or emails. Review notes can also include a specific resolution (response) entered in the workflow and be marked as closed once it is resolved.
  • Permanent notes should be used for information that should be retained when the workflow has been completed or rolled forward.
  • Assembly notes are notes intended in the assembly process. They may be added from the Forms or Notes tabs.
  • Delivery notes may complement delivery instructions. These types of notes may be viewed and added from the Delivery Instructions or Notes tabs.

Notes

  • Your firm may add additional note types or rename the four default notes types described above.
  • By default only open notes (regardless of note type or status) are visible.

If there are no notes currently in the workflow, the notes section is blank.


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