Importing a checklist from an Excel file

Alerts and notices
  1. Choose Administration > Manage FirmFlow from the GoFileRoom toolbar.
  2. Select a drawer from the Drawer drop-down list and then click the Checklist Configuration tab.
  3. Select the engagement type for which you are importing a checklist from the drop-down list.
  4. Click the Import button.
  5. In the Import dialog, select the appropriate Excel checklist and click Save.
  6. After the file is uploaded, the checklist appears. The checklist will be created in GoFileRoom exactly as it appeared in the imported spreadsheet.

Note: The checklist import page expects an Excel spreadsheet with the following columns. Show me.

Sample Excel checklist
  • Checklist Header: A heading for a group of checklist items.
  • Checklist Item: Individual checklist questions.

Related topic: Configuring FirmFlow checklists

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