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This article applies to:

  • Product: GoFileRoom
  • Subject: Documents,Workpapers

Roll FirmFlow folders forward

Roll FirmFlow folders forward to create new folders using information from prior-year folders. Roll-forward requests are queued for overnight processing.
GoFileRoom FirmFlow admins can roll FirmFlow folders forward from year to year. Anyone who's been given permission to roll forward can do it, too. Rolling folders forward saves you from re-entering data you already gathered in previous years. This includes tax returns tied to the engagement, due dates, and delivery instructions.
note
Rolling folders forward is a resource-intensive process. For this reason, all roll-forward requests are queued for overnight processing.
  1. Select
    Administration
     and choose
    Manage FirmFlow
    .
  2. Select a drawer from the
    Drawer
     dropdown list, then select
    Folder Administration
     tab.
  3. Select
    Roll Forward Folders
     from the
    Process dropdown
     list.
  4. Using the Existing Folders fields in the Roll Forward Folders section, specify the criteria for the FirmFlow folders that you want to roll forward.
    note
    Service Type
     is a required field. You can't roll forward folders without specifying information in this field. Selections and roll-forward options that are available are based on the
    Service Type
     that you choose.
  5. Using the New Folders fields in the Roll Forward Folders section, specify the criteria for the new FirmFlow folders that will be created.
    • Year and Assigned To are required fields. You can't roll forward folders without specifying information in this field.
    • Additional folder information remains unchanged during the roll-forward process.
    • Optional
      : Mark the checkboxes in the Roll Forward Options section to transfer the following items forward.
      • Deliverables
      • Delivery instructions
      • Information fields
        • You can choose to roll-forward all fields, a single field, or multiple fields. Fields not selected for roll forward will transfer forward blank.
      • Notes
  6. Select
    Save
    , then select
    OK
     twice.
    The roll-forward request is queued for overnight processing so that you can start working on the new folders the following morning.
    You can submit as many roll-forward requests as you want during the day, each with different criteria. They'll all get processed overnight. And for each one, you'll get an email confirming the status.
    note
    • You can perform bulk updates on FirmFlow folders after rolling them forward. For example, after the roll-forward process, you may want to perform a bulk update to re-import data, using the Clear function to clear certain information fields in a workflow.
    • Your selections are cumulative.
    • You can specify multiple values using the buttons beside the fields.
    • The
      Description
       field is dependent on the workflow you choose. These description values are associated with the FirmFlow folder's workflow description.
    • FirmFlow Administrators should retain and archive FirmFlow roll-forward confirmation emails as this is the only record available to users of roll-forward activities. Confirmation emails can be added to GoFileRoom or stored locally.
    • If target workflows already exist, they won't be replaced or updated with the new one. The system doesn't create duplicates. The roll-forward process will continue with the next workflow that matches the specified criteria.
    • If the target workflow exists with a customized description, the workflow will be created.
    • If you are tracking the preparation of Extension forms as workflows, you can avoid rolling forward these workflows by specifying the Workflow types to be rolled forward.

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