FirmFlow notes

Add a note

Select the
Home
link in the GoFileRoom toolbar.
Select the
My Tasks
tile to open the
My Work
screen.
Select a folder in the grid, and then select the icon in the Action column to open the
FirmFlow Folder
.
Select the
Notes
tab, and then select
Options
and choose
Add New Note
.
Enter your note in the text area.
note
If 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:
Use
Review notes
to 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.
Use
Permanent notes
for information that should be retained when the workflow has been completed or rolled forward.
Use
Assembly notes
for the assembly process. They may be added from the
Forms
or
Notes
tabs.
Use
Delivery notes
to complement delivery instructions. These types of notes may be viewed and added from the
Delivery Instructions
or
Notes
tabs.
Select
OK
to 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.

Undock notes