Configuring FirmFlow checklists

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

To import your firm's checklists for each type of engagement, choose Administration > Manage FirmFlow, and then click the Checklist Configuration tab.

Click any of the following links for details on configuring checklists.

Related topic: FirmFlow overview

Share This