Customizing the FirmFlow My Work screen

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You can customize the way in which workflows are displayed in the My Work screen. For example, you can exclude columns and adjust their positioning.

  1. Click the My Work link in the GoFileRoom toolbar.
  2. Select a drawer from the Drawer drop-down list.
  3. Click Options and choose Set Preferences.
  4. Make the appropriate changes in the Custom Preference dialog:
    • To change the order in which columns are displayed in the report, use the arrows next to each Column Name. Please note that the Column Names shown top-to-bottom represent its display left-to-right on the report results. The active column being moved will be identified by its different shading.
    • To return to the default settings, click Reset.
    • To exclude column names from the report results, unmark the checkbox next to each column name you wish to exclude.
  5. After all customization is complete, click OK to save your changes.

Your custom preferences will be retained and used each time you view the My Work screen.

Notes

  • When you customize your My Work view, the customized view is saved until you make further changes.
  • You can also customize your FirmFlow Search view.

Related topic: My Work screen overview

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