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This article applies to:

  • Product: GoFileRoom
  • Subject: Workpapers

Route a workflow for a FirmFlow folder

You can send a workflow to a reviewer or colleague with the FirmFlow folder in GoFileRoom.
  1. Open the FirmFlow folder and select
    Route
    .
  2. In the Current Step section,
    1. Mark the fields for steps that are complete.
    2. Use the
      Calendar
       to set the completion date and time if they are wrong.
    3. Select
      OK
      .
  3. Check that the
    Assigned To Group
     or
    Assigned To Person
     fields match the name of the person or group assigned to the next step in the workflow.
    note
    • To route the workflow to a common queue or routing pool, select the group in
      Assigned To Group
      .
    • To filter the names in the
      Assigned To Person
       field, you can use
      Assigned To Group
       to narrow the list.
  4. Add a
    Routing Note
     if needed.
  5. Select
    OK
     to route the workflow.
    note
    • To change the next workflow step to an earlier, current, or later step, choose the next step in the list on the Next Step window.
    • If you route a workflow to yourself a notification is not sent.
    • Use the
      Priority
       and
      Status
       fields to change either value for the workflow. 

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