Importing the deliverables list

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After exporting your deliverables list for a given service line, you need to verify that the list is correctly formatted before re-importing to GoFileRoom.

To export your deliverable list in GoFileRoom, follow these steps.

  1. Choose Administration > Manage FirmFlow, click the Lists tab, and select the drawer and service from the available fields.
  2. Select Deliverables from the List field, and click the Export button.
  3. In the Open or Save dialog, choose Save As from the drop-down list.
  4. Save the file as a csv file type.
  5. Open a new blank Microsoft Excel workbook and click the Data tab.
  6. Click the From Text button. 
  7. In the Import Text File dialog, select the file you saved and click the Import button.
  8. In the Text Import Wizard, choose Next (delimited).
  9. Change the delimiter to Comma, and choose next.
  10. Choose Column Data Format as Text.
  11. Highlight each Data preview column and change each Data format to text. Repeat this process for each column in the data preview area (will need to use scroll bar to reveal all columns, use ALT + T as a shortcut for each column).
  12. Click Finish and save the file as .xls or .xlsx.

Once the file is saved, you can add additional deliverables or modify existing deliverables and their associated due date. Please see Understanding how FirmFlow due dates are calculated to verify you are entering the correct due dates for your deliverables.

Note: the Calendar / Fiscal column must be populated with values "C" or "F" accordingly, as blanks are not allowed. 

     13. To Import the saved xls, xlsx file navigate back to Administration > Manage FirmFlow, click the Lists tab, and select the drawer and service, Select Deliverables from List drop down. Browse to your file and click Import.

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