Updating values in a checklist

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

  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. Make the necessary changes in the List Value field.
  6. Click Update.

Related topic: Configuring FirmFlow checklists

Share This