Exporting FirmFlow documents

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You can easily export documents from FirmFlow by opening them in their native application (if the application is available on your computer) or by saving them to another location on your computer or a storage device on your network.

To open and export a document
  1. From the My Work screen, click a workflow and then click the Documents tab.
  2. Mark the checkbox for the document that you want to export.
  3. Click Options and choose Export.
  4. Click Open to open the document (if the application is available on your computer) or Cancel to return to the FirmFlow Folder screen.
To export a document and save it
  1. From the My Work screen, click a workflow and then click the Documents tab.
  2. Mark the checkbox for the document that you want to export.
  3. Click Options and choose Export.
  4. Click Save.
  5. In the Save As dialog, select the location to which you will save the file, enter the name of the file, and select the file type.
  6. Click Save again.

Related topic: Working with FirmFlow documents

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