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FirmFlow

Extend deliverables in an existing workflow

note
  • Your firm is responsible for maintaining the correct due date information. Always verify that the extension date is correct for each deliverable.
  • You can extended a deliverable again, if necessary, and you can manually edit the due date. This will negate automatic extension dates for that instance of that deliverable if the dates exist on the deliverables list.
  1. In the Deliverables tab of the FirmFlow - Folder screen, select the checkboxes for the deliverables you want to extend the checkboxes for the deliverables you want to extend.
  2. Select
    Options
     then
    Extend
    .
  3. In the Extend Deliverables Confirmation dialog, verify or change the extension date in the Extended to field.
    note
    If more than one deliverable was selected,
    Use Next Date on List
     appears in the Extended to field. In this case, the default extension date for each deliverable is used. If you enter a different date in the Extended to field, that date will be used for all selected deliverables.
  4. Select
    OK
     to extend the deliverables.
    note
    • Extending deliverables without creating a new workflow will only change the dates in the Current Due Date field in the existing workflow.
    • You can reset the due date for single or multiple deliverables from within FirmFlow Folders or FirmFlow reports.

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