Manually adding values to a checklist

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Note: Unlike changes to workflow steps that are immediately applied to all existing workflows, checklists are static and must be updated manually for each workflow.

  1. Choose Administration > Manage FirmFlow from the GoFileRoom toolbar.
  2. Select a drawer from the Drawer drop-down list and click the Checklist Configuration tab.
  3. From the Engagement Type drop-down list, select the engagement type for which you are importing a checklist.
  4. Enter a checklist header value in the List Value field and click Add. The value you selected appears in the List pane.
  5. Repeat step 4 for all checklist header values.
  6. To add checklist items under each header, select a checklist header in the List pane, enter a checklist item value in the input field below Checklist Item, then click Add.
  7. Click Save to save the lists.

Related topic: Configuring FirmFlow checklists

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