Importing FirmFlow folders

Alerts and notices

The Bulk Import feature allows GoFileRoom Administrators to streamline the creation of a high volume of FirmFlow folders thus saving time and ensuring a higher level of accuracy.

To create folders in bulk, follow these steps.

  1. Create an import spreadsheet for each type of workflow defined for your GoFileRoom FirmFlow implementation.
  2. Choose Administration > Manage FirmFlow from the GoFileRoom toolbar.
  3. Select a Drawer from the Drawer drop-down list and click the Folder Administration tab.
  4. Select Bulk Import from the Process drop-down list.
  5. Select a service type, workflow, and group or user from the Assigned to drop-down list.
  6. Click the Browse button and locate the import spreadsheet that you created in Step 1.
  7. Click the Import button.

You will receive a status email containing a success message or an itemization of problems in the spreadsheet. Successfully imported sheets will be queued for processing overnight. For information on troubleshooting import errors, see Troubleshooting FirmFlow folder import errors.

General guidelines

Data import guidelines

Use these guidelines for populating data into the spreadsheet's columns.

Related topic: FirmFlow overview

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