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  • Product: GoFileRoom

Append FirmFlow documents

You can append Adobe Acrobat documents to other folders in FirmFlow. When documents are appended, a barcode document is generated to be sent to the scanning process, where the documents will be added to the new folders.
note
The barcode functionality works if your firm also has ScanFlow.
To append a document:
  1. Open the
    My Work
     screen.
  2. Select a folder in the list, and then select the Action icon image icon in the Action column to open the FirmFlow Folder.
  3. Select the
    Documents
     tab, and then select the document you want to append by marking the checkbox at the left side of the document list.
    note
    You can't append a document created by any application other than Adobe Acrobat, and you can only append a single Adobe Acrobat (PDF) document at a time.
  4. Select
    Options
    , then choose
    Append
    .
  5. To print barcodes, choose the appropriate information in the
    Print
     window, then select
    Print
    . Select
    Cancel
     to return to the
    Append this document
     window.
    note
    If you select
    Cancel
    , the
    Append this document
     window will remain open. You can restart the printing process for it by selecting the
    Append this document
     window and pressing
    Ctrl + P
    .
    If you close the Append this document window without printing it, you will have to generate it again.
  6. Select
    Go Back
     to return to the
    My Work
     screen.
Your appended document is now queued for scanning.
If you have sent one or more documents to the scanning step using Append, a link is displayed above the list in the document area showing how many documents are awaiting scanning. Select the link to view details of the documents you have added. Once these documents have been scanned into GoFileRoom, they are automatically added to the workflow.

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