Removing values from a checklist

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  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. Select the appropriate engagement type in the Engagement Type field.
  4. Select a value in the List pane.
  5. Click Remove.

    Note: You can remove all values from the checklist by clicking Clear All.

Notes

  • You can organize checklist headers and items by numerating the entries with prefixes. For example, "A, B, C," or "1, 2, 3," and so on.
  • FirmFlow folders that are rolled forward will use the current version of the checklist.

Related topic: Configuring FirmFlow checklists

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