Delete workflows
Delete a workflow from a FirmFlow folder when it is no longer needed. Deletions are permanent, so verify your selection before confirming.
important
There is no
Undo
function when deleting a workflow. If you deleted a workflow incorrectly, you can add it again.Internal use only
Deleting a workflow is permanent and can't be undone. If users accidentally delete a workflow, they need to re-add it manually.
If a user requests the recovery of a deleted workflow, contact GoFileRoom Support. Provide as much of the following information as possible to help locate and restore the workflow:
- Client Name
- Client Number
- Service Type
- Engagement Type
- Year
- Period End
- Workflow Type
- Workflow Description
Send this request to the GoFileRoom Systems Team and include the firm's GoFileRoom database ID.
- Select theHomelink in the GoFileRoom toolbar.
- Select theMy Taskstile to open theMy Workscreen.
- Select a folder in the list, and then select the
icon in the Action column to open the FirmFlow Folder. - Select the Workflow button or right-click the workflow, and chooseDelete Workflow.
- SelectOKto delete the workflow.
- SelectOKto return to the FirmFlow Folder screen.
The workflows you selected are now removed from the folder.
