Skip to main content

Search

Search GoFileRoom Support Help and Support.

This article applies to:

Product: GoFileRoom
Subject: Engagements

Configure FirmFlow checklists

To import your firm's checklists for each type of engagement:

Select Administration
, then Manage FirmFlow
.

Select the Checklist Configuration
tab.

Select any of the following links for details on configuring checklists.

Import a checklist from an Excel file.

Manually add values to a checklist.

Update values in a checklist.

Remove values from a checklist.