Working with FirmFlow folders

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FirmFlow folders are defined by the properties that can be set when creating a new folder or editing an existing one. These unique identifiers include the following:

In addition, with the necessary permissions, you can also work with the following items.

Note: All FirmFlow folder data, including dates, index fields, information fields, and field names and their values are determined by the selected drawer.

Changing an existing FirmFlow folder

You can readily enter or change information on the FirmFlow Folder screen.

Notes

  • The Documents tab in the FirmFlow folder will display any documents having the same index values as the folder header: Client Name, Client Number, Engagement Type, File Section, and Year.
  • Clicking Cancel will not revert changes made to the fields on the FirmFlow Folder screen. If you cannot recall the original settings, click the browser Back button to return you to your My Work screen. Using the browser Back button will revert any and all changes made to the fields on the FirmFlow Folder screen and you will not be able to recover them.
  • If you make any changes to the header in the Documents tab and then navigate to another section of the workflow, GoFileRoom will notify you that all documents will be re-indexed using the new header values. For example, if you change the Date filed information at the top of the workflow screen and then navigate away from the Documents tab, you will be prompted to re-index all documents to the new date. Click Cancel to proceed without re-indexing documents.

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