Importing the deliverables list

Alerts and notices

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 and format your deliverable list, 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 drop-down 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 (Comma Delimited) file type in a location that will be easy to navigate to.
  5. Open a new blank Microsoft Excel workbook and click the Data tab.
  6. Follow the step below based on the version of Microsoft Office you are using.
    • Office 2010 or 2013: Click the From Text button.
    • Office 365, Excel 2016 or higher: Select Get Data > Legacy Wizards > From Text (Legacy).

      Note: To activate the legacy import wizard in Microsoft Excel navigate to File > Options > Data. Mark the checkbox for From Text (Legacy).

  7. In the Import Text File dialog, select the .csv file you saved in step 4 above and click the Import button.
  8. In the Text Import Wizard, choose Delimited then click Next.
  9. In the Delimiters section, unmark the Tab checkbox and mark the Comma checkbox, then click Next.
  10. In the Column data format section, choose 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.

    Notes

    • You will need to use scroll bar to reveal all columns.
    • Use ALT + T as a shortcut to change each column to text data format.
  12. Click Finish and save the file as an .xls (Excel 97-2003 Workbook).

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.

To import the updated deliverables list to GoFileRoom, follow these steps.

  1. Navigate to Administration > Manage FirmFlow.
  2. Click the Lists tab, and select the drawer and service in the available fields.
  3. Select Deliverables from List drop-down field.
  4. Click the Browse button.
  5. Browse to your saved .xls file and click Import.
  6. Click the Import button.

Related articles

Configuring FirmFlow lists

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