Copying FirmFlow documents

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You can easily copy document(s) already attached to a workflow. To copy documents:

  1. Click the My Work link in the GoFileRoom toolbar.
  2. Click a workflow and then click the Documents tab.
  3. On the Documents tab, click Options > Copy.
  4. In the Copy Documents dialog, type a few characters of the new client name into the Client Name field and click the lookup button next to the field.
  5. In the Matching Values dialog, click the correct client name; the client number associated with that client appears in the Client Number field.
  6. Enter data in any other applicable fields.
  7. Click OK to save the copied document(s) to the new client workflow.

Related topic: Working with FirmFlow documents

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