Export FirmFlow documents

You can easily export documents from FirmFlow by opening them in their native application (if the application is available on your computer), or by saving them to another location on your computer or a storage device on your network.

Opening and exporting a document

  1. Select the
    Home
    link in the GoFileRoom toolbar.
  2. Select the
    My Tasks
    tile to open the
    My Work
    screen.
  3. Select a folder in the list, then select the Action icon image icon in the Action column to open the FirmFlow Folder.
  4. Select a workflow, then select the
    Documents
    tab.
  5. Mark the checkbox for the document that you want to export.
  6. Select
    Options
    and choose
    Export
    .
  7. Select Open to open the document (if the application is available on your computer) or Cancel to return to the
    FirmFlow Folder
    screen.

Exporting and saving a document

  1. Select the
    Home
    link in the GoFileRoom toolbar.
  2. Select the
    My Tasks
    tile to open the
    My Work
    screen.
  3. Select a folder in the list, and then select the Action icon image icon in the Action column to open the FirmFlow Folder.
  4. Select a workflow and then select the Documents tab.
  5. Mark the checkbox for the document that you want to export.
  6. Select
    Options
    and choose
    Export
    .
  7. Select
    Save
    .
  8. In the
    Save As
    window, select the location to which you will save the file, enter the name of the file, and select the file type.
  9. Select
    Save
    again.

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