This article applies to:

Remove values from a checklist

Select Administration
, then Manage FirmFlow
from the GoFileRoom toolbar.

Select a drawer from the Drawer dropdown list, then select the Checklist Configuration
tab.

Select an engagement type in the Engagement Type
field.

Select a value in the List pane.

Select Remove
.

note

You can organize checklist headers and items by numerating the entries with prefixes. For example, “A, B, C,” or “1, 2, 3,” and so on.

FirmFlow folders that are rolled forward will use the current version of the checklist.