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This article applies to:

  • Product: GoFileRoom

Copy FirmFlow documents

You can easily copy documents already attached to a workflow. To copy documents:
  1. Select the
    Home
     link in the GoFileRoom toolbar.
  2. Select the
    My Tasks
     tile to open the
    My Work
     screen.
  3. Select a folder in the list, and then select the Action icon icon in the Action column to open the FirmFlow Folder.
  4. Select the
    Documents
     tab, then select
    Options
    ,
    Copy
    .
  5. In the Copy Documents window, type a few characters of the new client name into the
    Client Name
     field and select the lookup button next to the field.
  6. In the Matching Values window, select the correct client name; the client number associated with that client appears in the
    Client Number
     field.
  7. Enter data in any other applicable fields.
  8. Select
    OK
     to save the copied documents to the new client workflow.

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