Review all notes in an engagement binder

The Notes List portlet lets you review all of the notes in the selected engagement binder. From this portlet, you can modify, reply to, or delete notes as needed.
  1. Add the Notes portlet to the Workpapers Dashboard by selecting the
    Select Portlets
    link on the Workpapers CS Dashboard, mark the checkbox next to
    Notes List
    , and select
    OK
    .
  2. In the Notes List portlet, select the engagement binder from the
    Engagement Binder
    dropdown list to view all notes that have been added for that binder.
  3. Select the text link in the Subject column to open the selected Note in the
    Notes
    window.
  4. Modify, reply, or delete the note as needed.
  5. Select
    Done
    to save the changes and close the
    Notes
    window.