Creating a bulk import spreadsheet

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Creating folders in bulk requires Administrators to import Microsoft Excel spreadsheets for each type of workflow. To obtain the properly formatted spreadsheet for each workflow:

  1. Click Administration > Manage FirmFlow > Folder Administration tab.
  2. Select a drawer from the Drawer drop-down list.
  3. Select the desired service type and workflow from the drop-down lists.
  4. Click the Export button.

An Excel spreadsheet containing the following column headings will be created. (Download a sample spreadsheet.)

Client Number Workflow Desc. Type of Engage. PIC Period End Year Form Due date Step 1 (for example, Created) Step 2 (for example, Preparation) Step 3 Custom Field 1 (for example, Budget hrs) Custom field 2 (for example, Difficulty level) Custom field 3 (for example, Mgr in charge)

Related topic: Importing FirmFlow folders

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