Export FirmFlow documents
You can easily export documents from FirmFlow by opening them in their native application (if the application is available on your computer), or by saving them to another location on your computer or a storage device on your network.
Opening and exporting a document
- Select theHomelink in the GoFileRoom toolbar.
- Select theMy Taskstile to open theMy Workscreen.
- Select a folder in the list, then select the
icon in the Action column to open the FirmFlow Folder. - Select a workflow, then select theDocumentstab.
- Mark the checkbox for the document that you want to export.
- SelectOptionsand chooseExport.
- Select Open to open the document (if the application is available on your computer) or Cancel to return to theFirmFlow Folderscreen.
Exporting and saving a document
- 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 a workflow and then select the Documents tab.
- Mark the checkbox for the document that you want to export.
- SelectOptionsand chooseExport.
- SelectSave.
- In theSave Aswindow, select the location to which you will save the file, enter the name of the file, and select the file type.
- SelectSaveagain.
