Working with FirmFlow notes

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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.

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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