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FirmFlow

Extend deliverables in a new 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.
To extend deliverables in a new workflow:
  1. In the
    Deliverables
     tab of the
    FirmFlow Folder
     screen, mark the checkboxes for the deliverables you want to extend.
  2. Select
    Options
    , then select
    Extend
    .
  3. In the
    Extend Deliverables Confirmation
     window, 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 a workflow using the drop-down list in the Create new Workflow field.
  5. To add an extension deliverables to the new workflow, mark the
    Select Extension Deliverables
     checkbox.
  6. Select
    OK
     to extend the deliverables and add the workflow.

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