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FirmFlow notes
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.Add a note
- Select theHomelink in the GoFileRoom toolbar.
- Select theMy Taskstile to open theMy Workscreen.
- Select a folder in the grid, and then select the
icon in the Action column to open the FirmFlow Folder. - Select theNotestab, and then selectOptionsand chooseAdd New Note.
- Enter your note in the text area.noteIf the note is lengthy (and thus wraps at the end of the window), the scroll bar at the right edge of the Notes window allows you to access the hidden portions of the note.
- Select the note's type:
- UseReview notesto 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.
- UsePermanent notesfor information that should be retained when the workflow has been completed or rolled forward.
- UseAssembly notesfor the assembly process. They may be added from theFormsorNotestabs.
- UseDelivery notesto complement delivery instructions. These types of notes may be viewed and added from theDelivery InstructionsorNotestabs.
- SelectOKto save the note.note
- Your firm may add additional note types or rename the 4 default note types previously described.
- By default only open notes (regardless of note type or status) are visible.
- Notes have a 4,000 character limit per note/reply. Once the limit is reached, the system immediately removes any additional characters typed or pasted in.
- When you add a note, an automatic sequential reference number, audit information, and date and time stamps are added to the note.
If there are no notes currently in the workflow, the notes section is blank.
Undock notes
To improve usability with the workflows, you can undock the
Notes
tab in a separate window. This allows you to review other areas of the workflow while having the associated notes available in a separate window.To undock the
Notes
window, select the small Open Notes Window
icon.The notes with complete functionality will be available in a new pop-up window.