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This article applies to:

  • Product: GoFileRoom

Manually add values to a checklist

note
Unlike changes to workflow steps that are immediately applied to all existing workflows, checklists are static and must be updated manually for each workflow.
  1. Select
    Administration
    , then
    Manage FirmFlow
     from the GoFileRoom toolbar.
  2. Select a drawer from the Drawer dropdown list, then select the
    Checklist Configuration
     tab.
  3. Select the engagement type for which you are importing a checklist.
  4. Enter a checklist header value in the
    List Value
     field, then select
    Add
    .
    note
    The value you selected displays in the List pane.
  5. Repeat step 4 for all checklist header values.
  6. To add checklist items under each header, select a checklist header in the List pane, enter a checklist item value in the input field, then select
    Add
    .
  7. Select
    Save
     to save the lists.

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