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Risk & Fraud
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News & Media
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Reply to FirmFlow notes
You can reply to a note to provide a response to an original note. This would be equivalent to providing a resolution to a point.
To reply to a note:
- In theMy Workscreen, select a workflow and then select theNotestab.
- Select the note that requires response by marking its checkbox.
- SelectOptionsand chooseReply to NoteorReply with Quote.The note's type (Assembly, Delivery, Permanent, Review, or any custom note types) will be automatically inherited from its parent note; however you may change it if desired.
- SelectOKto save the note.note
- To quickly respond to a note, use theReplyicon found within the note. This is equivalent to selectingReply to Note.
- IfReply with Quoteis chosen then the selected note's contents will be appended to your response.
- If the note is lengthy (and thus wraps at the end of the window), the scroll bar at the right edge of theNoteswindow allows you to access the hidden portions of the note.
- After the response note has been added, an automatic sequential reference number is inherited from its parent note, audit information, and date and time stamps are included to the note. Responses are shaded to improve associated notes with their responses.