Edit workflow steps

This topic reviews editing workflow steps and how edits affect that workflow.

To edit workflow steps:

Go to GoFileRoom, then select Administration
.

Select Manage FirmFlow
, then the Lists
tab.

Select Tax
from the

Service

dropdown and Workflow and Steps
from the

List

dropdown.

You can re-order a workflow's steps or add new steps in this location.

note

Changes will get updated to all workflows including those that have been completed.

For historical purposes, steps cannot be deleted if a workflow was ever routed through that step.

Each workflow can contain up to 50 steps.