Import a checklist from an Excel file

Select Administration
, then Manage FirmFlow
from the GoFileRoom toolbar.

Select a drawer from the Drawer dropdown list, then select the Checklist Configuration
tab.

Select the engagement type for which you're importing a checklist from the dropdown list.

Select Import
.

Select the Excel checklist you want, then select Save
.

After the file uploads, the checklist displays. The checklist will be created in GoFileRoom exactly as it appeared in the imported spreadsheet.

note

The checklist import page expects an Excel spreadsheet with the following columns:

Checklist Header
: A heading for a group of checklist items.

Checklist Item
: Individual checklist questions.

Solutions