Adding workflows

Alerts and notices

FirmFlow uses workflows to define the process for moving a client folder among the appropriate people in your firm. You can access your workflows on your My Work screen.

Follow these steps to add a workflow to a FirmFlow folder.

  1. In GoFileRoom, click My Work on the toolbar.
  2. In your list of folders, click the one to which you like to add a workflow.
  3. In the Content Folder, click the Workflow button and choose Add Workflow.
  4. In the Create New Workflow dialog, select the workflow type from the drop-down list in the Workflow field.
  5. Enter a description of the workflow in the Description field.

    Note: To improve reporting and help ensure the proper workflows are rolled forward each year, use a unique description for each new workflow.

  6. Choose the workflow status from the drop-down list in the Status field.
  7. Click OK to create the new workflow.

    Note: The application populates the due date of the new workflow after you add a deliverable.

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