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FirmFlow

Roll FirmFlow folders forward

GoFileRoom FirmFlow administrators can roll FirmFlow folders forward from year to year as well as other users who have been granted the permission to roll forward. Rolling folders forward eliminates the need to enter data that was gathered in previous years, such as tax returns that are associated with the engagement, due dates, delivery instructions, and more.
  1. Select
    Administration
     and choose
    Manage FirmFlow
    .
  2. Select a drawer from the
    Drawer
     dropdown list, then select
    Folder Administration
     tab.
  3. Select
    Roll Forward Folders
     from the
    Process dropdown
     list.
  4. Using the Existing Folders fields in the Roll Forward Folders section, specify the criteria for the FirmFlow folders that you want to roll forward.
  5. Using the New Folders fields in the Roll Forward Folders section, specify the criteria for the new FirmFlow folders that will be created.
    • Year and Assigned To are required fields. You can't roll forward folders without specifying information in this field.
    • Additional folder information remains unchanged during the roll forward process.
    • Optional
      : Mark the appropriate checkboxes in the Roll Forward Options section to carry the following items forward.
      • Deliverables
      • Delivery instructions
      • Information fields
      • Notes
  6. Select
    Save
    , then select
    OK
     twice.
    The roll-forward request is queued for overnight processing so that you can start working on the new folders the following morning.
    You may submit as many roll-forward requests with different criteria as necessary during the day. The roll-forward requests will all be processed overnight and you will receive email status confirmations for each request.

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