Link a new Inflo engagement to AdvanceFlow

Before you connect Inflo engagements to AdvanceFlow, a user with
Modify Firm Settings
permission will need follow these steps to turn on Inflo external integration:
  1. Sign in to AdvanceFlow.
  2. Select Setup menu with a cog icon
    Setup
    then
    Firm Settings
    .
  3. In the External Integration section, mark the
    Inflo
    checkbox, then select
    Save
    .
Follow these steps to link a new Inglo engagement to AdvanceFlow:
  1. On the
    Engagement dashboard
    , select the name of an engagement to view it.
  2. Select the
    Workpapers
    tab on the navigation pane.
  3. Select
    Link Inflo
    , then
    New Inflo engagement
    .
  4. Enter your
    Inflo Engagement Team Email
    address,
    First name
    , and
    Last Name
    .
  5. Select
    Save
    .
  6. Under the Workpapers tab for your engagement, select
    Click here to review
    to sign in to Inflo.
  7. Enter any additional information for your engagement in Inflo, then select
    Complete Setup
    .
  8. After you've linked your engagements, select
    Inflo
    to open your linked Engagements dashboard in Inflo.