Update a deliverables list
You may need to update the deliverables list to reflect changes to compliance due dates. If you have administrative privileges, you can quickly update the deliverables list by following these steps.
note
If you'd like to update your entire Master Deliverable list, follow the steps to import a deliverables list.
- In GoFileRoom, open a workflow and select theDeliverablestab.
- SelectAddfrom theOptionsdropdown.
- Select
. - InDeliverables Matching Values, mark the checkbox for the deliverable you want to update, then right-click it and selectModify Deliverable.
- Make your updates, then selectSave.
- SelectOKtwice to confirm your changes.
- Make sure that your changes have been made in the Deliverables Matching Values window, then selectOK.
- You can add a deliverable only if the workflow is assigned to you and isn't in the completed stage. You'll also need permission to add deliverables. An administrator will go toAdministration,Manage FirmFlow,Permissions, thenWorkflowand give permission to add deliverables.
- Items that you add to the deliverables list following these steps will be overwritten anytime a new list is imported by selectingAdministration,Manage FirmFlow, then theListstab.
- You can save items that you add the the deliverables list by exporting the list by selectingAdministration,Manage FirmFlow, then theListstab.
Related Content
-
Export and import a deliverables list
Format:
Article,
2 min read
