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Search GoFileRoom Support Help and Support.

This article applies to:

  • Product: GoFileRoom

Add a single form / deliverable

  • The workflow must be assigned to you and cannot be at the completed stage.
  • You must be a member of a group that has the Manage Lookup List permission enabled at drawer level.
Take the following steps to add a single deliverable to the master list rather than import a new list into GoFileRoom FirmFlow.
  1. Select
    Search Workflows
    .
  2. Select a
    Service Type
    , then
    Search
    .
  3. Double-click a workflow.
  4. At the top of the Deliverables tab, select
    Options
     then
    Add
    .
  5. Select
    Deliverables Lookup List
     (a magnifying glass).
  6. Right-click any deliverable and select
    Add New Deliverable
     from the context menu.
  7. Enter the
    Deliverable Name
     and
    Due Date
    .
  8. Select
    Save
    .
    note
    Items added one by one will be overwritten when a new list is uploaded via Manage FirmFlow. To preserve these items, export lists via Manage FirmFlow.

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