Edit FirmFlow notes

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

Select the Home
link in the GoFileRoom toolbar.

Select the My Tasks
tile to open the

My Work

screen.

Select a folder in the list, and then select the

icon in the Action column to open the FirmFlow Folder
.

Select a workflow and then select the Notes
tab.

Mark the checkbox next to the note that you want to edit.

Choose Options
, then
Edit Note
.

Make your changes to the note text.

Select OK
to save your changes.

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