This article applies to:

Create a new workflow in Manage FirmFlow

If you have administrative privileges, you can follow these steps to create a new workflow under an existing service type in Manage FirmFlow.

Select Administration
from the GoFileRoom toolbar and then select Manage FirmFlow
.

Go to the Lists
tab and select a service type from the Service
dropdown.

Choose Workflow and Steps
from the List
dropdown.

Go to the Workflow pane, enter the workflow name, and select Add
.

Go to the Workflow Steps pane, enter a workflow step, and select Add
.

Repeat step 5 for each step you want to add to the new workflow then select Save
.

Go to the Configuration
tab and select a service type from the Service
dropdown.

Choose Workflows
from the Category
dropdown.

Go to Select a Workflow to configure
and select the workflow you just added from the dropdown.

Fill out all required fields, FirmFlow Permission Groups, and Routing Pools and then select Save
.

note

Required fields are shown with light blue shading.

Go to the Permissions
tab and then choose Workflows
from the Category
dropdown.

Choose your new workflow from the Workflow
dropdown.

Make sure all listed groups have the correct permissions then select Save
.