Searching for workflows

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  1. Click the Search Workflows link in the GoFileRoom toolbar.
  2. If necessary, select the drawer in which you want to search from the Drawer drop-down list.

    Note: The Drawer drop-down list appears only if your firm has enabled multiple drawers for FirmFlow.

  3. Enter search criteria in the Indexes, FirmFlow Fields, or Information Fields areas of the Search Workflows screen.

Notes

  • If a field includes a Lookup list button Lookup list button and lookup lists are linked (as established by your firm), you can enter an index value and click the button to populate other fields with related values.
  • Index fields that include a Multi-value search button Multi-value search button allow you to perform searches with multiple values. To search using multiple index values, enter or select an index value, click the Multi-value search button, mark the checkboxes for the additional values that you want to include in the current field, and click OK. You can also select multiple index values in any available Lookup lists.
  1. Click the Search button.

    The search results list shows all workflows that match your search criteria. You can re-order search results by clicking the column headings.

Notes

  • GoFileRoom hides index fields when it displays search results. To view the index fields, click the Show / Hide indexes control bar. Do not click the Back arrow button in the GoFileRoom toolbar, unless you want to leave the Search Workflows screen.
  • To clear all index fields in the Search screen, click the Clear button.
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