Required FirmFlow folder fields

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You can enter or change information in the required fields of the folder, including Client Name, Client Number, Engagement type, Year, Period End, Workflow, Description, and Status.

Notes

  • Year and Period End fields are required only if your firm's GoFileRoom configuration requires these fields for adding documents. Otherwise these fields will be optional.
  • The asterisk symbol (*) acts as a wildcard in any data position in any field. Use it to expand your search if you are uncertain of the spelling of a particular name.

To enter or change the client name, click in the Client Name field and type a few characters of the name of the client. Click the lookup button to select from a list of clients that match your entry.

Note: In most firms, the client list is imported on a frequent basis from your organization's time-and-billing system. If a client you need is not on the list, see your IT or time-and-billing administrator. You can also download the matching value lists of client names and numbers.

To enter or change the client number, click in the Client Number field and type a few characters of the client number. Click the lookup button to select from a list of clients that match your entry.

Note: In most firms, the client list is imported on a frequent basis from your organization's time-and-billing system. If a client you need is not on the list, see your IT or time-and-billing administrator. You can also download the matching value lists of client names and numbers.

Use the Engagement field to select the type of engagement for the folder.

Use the Year folder to specify the year to which the folder applies.

Use the Period End field to select a period end date for the folder.

Use the Workflow field to select a workflow for the folder.

Use the Description field to specify additional information to identify the workflow. For example, "NJ/NY State Returns".

Use the Status field to choose a status type for the workflow.

Note: The available status options are specific to your organization.

Related topic: Creating FirmFlow folders

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