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This article applies to:

  • Product: GoFileRoom
  • Subject: Documents

Export and import a deliverables list

After you export a deliverables list for a service line, you need to make sure that the list is correctly formatted before re-importing to GoFileRoom.

Export and format your deliverable list

Follow these steps to export and format your deliverable list:
  1. In GoFileRoom, select
    Administration
    ,
    Manage FirmFlow
    , the
    Lists
     tab, then select the drawer and service.
  2. Select
    Deliverables
     from the
    List
     dropdown, then
    Export
    .
  3. In the
    Open or Save
     window, select
    Save As
     from the dropdown.
  4. Save the file as a
    CSV (Comma Delimited)
     file type.
  5. Open a new blank Microsoft Excel workbook and select the
    Data
     tab.
  6. Follow the step based on your version of Microsoft Office:
    • Office 2010 or 2013: Select
      From Text
      .
    • Office 365, Excel 2016 or later: Select
      Get Data
      ,
      Legacy Wizards
      , then
      From Text (Legacy)
      .
      note
      To turn on the legacy import wizard in Microsoft Excel, select
      File
      ,
      Options
      ,
      Data
      , then mark the
      From Text (Legacy)
       checkbox.
  7. In the Import Text File window, select the CSV file you saved in Step 4, then
    Import
    .
  8. In the Text Import Wizard, select
    Delimited
    , then
    Next
    .
  9. In the Delimiters section, clear the
    Tab
     checkbox and mark the
    Comma
     checkbox, then select
    Next
    .
  10. In the Column data format section, select
    Text
    .
  11. Select each Data preview column and change each Data format to text. Repeat this step for each column in the data preview area.
    note
    • You'll need to scroll to reveal all columns.
    • Use ALT + T as a shortcut to change each column to ext data format.
  12. Select
    Finish
     and save the file as an
    XLS (Excel 97-2003 Workbook)
     file
Once the file is saved, you can add additional deliverables or modify existing deliverables and their associated due date.

Import the deliverables list to GoFileRoom

Follow these steps to import the updated deliverables list to GoFileRoom:
  1. In GoFileRom, select
    Administration
    , then
    Manage FirmFlow
    .
  2. Select the
    Lists
     tab, then the drawer and service.
  3. Select
    Deliverables
     from the
    List
     dropdown.
  4. Select
    Browse
    .
  5. Go to your saved XLS/XLSX file and select
    Import
    .
  6. Select
    Import
    .

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