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FirmFlow

Reindex FirmFlow documents

FirmFlow allows you to re-index a document from the
Document
 tab.
  1. In the
    My Work
     screen, select a workflow and then select the
    Documents
     tab.
  2. Select
    Options
     and choose
    Re-index a Document
    .
    note
    Edit permission is required in order to re-index a document.
  3. Make any desired changes to the
    Document Type
    ,
    Description
    ,
    Period End
    , or
    Document Date
     fields. The
    Client Name
    ,
    Client Number
    ,
    File Section
    , and
    Year
     values are inherited from the workflow.
    note
    • In most cases, the period end is also inherited from the workflow. Although this field can be re-indexed to a value other than that of the source folder and still remain in the Documents tab view, in most cases when the folder period end is changed, the document's period is also changed. This differs from an index such as "Engagement type." If the Engagement type index is changed for the current document, the document does not appear in the default list in the Documents tab of the related folder.
    • If you are submitting tax workpapers for SurePrep processing, you must choose
      SurePrep Source Documents
       as the document type.
  4. Select
    Options
     and choose
    Save re-index
    .

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