Link an existing Inflo engagement in AdvanceFlow

Before you connect Inflo engagements to AdvanceFlow, a user with
Modify Firm Settings
permission will need follow these steps to enable Inflo external integration:
  1. Sign in to AdvanceFlow.
  2. Select Setup menu with a cog icon
    Setup
    then
    Firm Settings
    .
  3. In the External Integration section, mark the
    Inflo
    checkbox, then select
    Save
    .
Follow these steps to link an existing Inglo engagement to AdvanceFlow:
  1. On the
    Engagement dashboard
    , select the name of an engagement to view it.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
    to add it.
  2. Select the
    Workpapers
    tab on the navigation pane.
  3. Select
    Link Inflo
    , then
    Existing Inflo engagement
    .
  4. Choose your Inflo client, then select
    Next
    .
    note
    You can only choose clients with an engagement that's not already linked to AdvanceFlow.
  5. Choose an Inflo engagement, then select
    Link
    .

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close