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This article applies to:

  • Product: GoFileRoom

Customize the FirmFlow My Work screen

You can customize the way in which workflows are displayed in the
My Work
 screen. For example, you can exclude columns and adjust their positioning.
  1. Select the
    My Work
     link in the GoFileRoom toolbar.
  2. Select a drawer from the
    Drawer
     dropdown list.
  3. Select
    Options
     and choose
    Set Preferences
    .
  4. Make the appropriate changes in the
    Custom Preference
     window:
    • To change the order in which columns are displayed in the report, use the arrows next to each Column Name. Note that the Column Names shown top-to-bottom represent its display left-to-right on the report results. The active column being moved will be identified by its different shading.
    • To return to the default settings, select
      Reset
      .
    • To exclude column names from the report results, unmark the checkbox next to each column name you wish to exclude.
  5. After all customization is complete, select
    OK
     to save your changes.
    Your custom preferences will be retained and used each time you view the
    My Work
     screen.
    note
    • When you customize your
      My Work
       view, the customized view is saved until you make further changes.
    • You can also customize your
      FirmFlow Search
       view.

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