Reindex FirmFlow documents

FirmFlow allows you to re-index a document from the
Document
tab.
  1. In the
    My Work
    screen, select a workflow and then select the
    Documents
    tab.
  2. Select
    Options
    and choose
    Re-index a Document
    .
  3. Make any desired changes to the
    Document Type
    ,
    Description
    ,
    Period End
    , or
    Document Date
    fields. The
    Client Name
    ,
    Client Number
    ,
    File Section
    , and
    Year
    values are inherited from the workflow.
  4. Select
    Options
    and choose
    Save re-index
    .

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