Appending FirmFlow documents

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You can easily append Adobe Acrobat documents to other folders in FirmFlow. When documents are appended, a barcode document is generated to be sent to the scanning process, where the documents will be added to the new folders.

To append a document:

  1. Click the My Work link in the GoFileRoom toolbar.
  2. Click a workflow, then click the Documents tab.
  3. Select the document you wish to append by marking the checkbox at the left side of the document list.

    Note: You can not append a document created by any application other than Adobe Acrobat, and you can only append a single Adobe Acrobat (PDF) document at a time.

  4. Click Options and choose Append.
  5. To print barcodes, choose the appropriate information in the Print dialog, then click Print. Click Cancel to return to the Append this document window.

    Note: If you click Cancel, the Append this document window will remain open. You can restart the printing process for it by selecting the Append this document window and pressing CTRL+P.

    Important! If you close the Append this document window without printing it, you will have to generate it again.

  6. Click Go Back to return to the FirmFlow - Barcode screen.

Your appended document is now queued for scanning.

If you have sent one or more documents to the scanning step using Append, a link is displayed above the list in the document area showing how many documents are awaiting scanning. Click the link to view details of the documents you have added. Once these documents have been scanned into GoFileRoom, they are automatically added to the workflow.

Related topic: Working with FirmFlow documents

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