-- User Help --
-- How Do I? --
Clearing Issue, Review, or Client Discussion Notes
Once an issue, review, or client discussion note has been completed, it should be cleared by the preparer.
To clear an issue:
-
Return to the Document Manager.
-
From the toolbar, click the Issues button to open the Issues pane.
-
Select the appropriate View tab and right-click on the Issue to be cleared.
-
Select Clear to clear the issue.
-
Alternatively, you can right-click on the issue entry to be cleared. Select Edit Issueto close.
Note:
-
Issues assigned to specific documents can be viewed by opening the Document Properties of the selected document and clicking on the Issues tab.