Generate barcodes for FirmFlow documents

You will need to generate barcodes for all paper documents before they are sent to the scanning operation. Barcodes can be generated directly, by choosing Barcodes from the Options menu, or they can be generated using the Add To page by choosing Add from the Options menu.
To generate a barcode:
  1. From the
    My Work
    screen, select a workflow and then select the Documents tab.
  2. Select Options and choose Barcodes.
  3. In the
    FirmFlow - Barcodes
    screen, change the Year and Period End values if desired. By default, these values will match the workflow.
  4. Mark the checkboxes for the document types to be scanned.
  5. Enter a description for each document in its
    Description
    field.
  6. To set a date for a document, enter a date (or select the calendar button) in the
    Date
    field.
  7. After you have entered all the data that will identify the document(s), select Generate to generate barcode(s) for the document(s).
  8. Select OK to return to the
    FirmFlow - Barcodes
    screen.
    You can return to the
    FirmFlow - Barcodes
    screen at any time to print the generated barcodes.

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