Update values in 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.

Make the necessary changes in the List Value
field.

Select Update
.

note

To view any updates on the checklists, you need to reset them. This action will reset the entire checklist.

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