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FirmFlow

Update a deliverables list

You may need to update the deliverables list to reflect changes to compliance due dates. If you have administrative privileges, you can quickly update the deliverables list by following these steps.
  1. In GoFileRoom, open a workflow and select the
    Deliverables
     tab.
  2. Select
    Add
     from the
    Options
     dropdown.
  3. Select  Open the lookup list
  4. In
    Deliverables Matching Values
    , mark the checkbox for the deliverable you want to update, then right-click it and select
    Modify Deliverable
    .
  5. Make your updates, then select 
    Save
    .
  6. Select
    OK
     twice to confirm your changes.
  7. Make sure that your changes have been made in the Deliverables Matching Values window, then select
    OK
    .
    • You can add a deliverable only if the workflow is assigned to you and isn't in the completed stage. You'll also need permission to add deliverables. An administrator will go to
      Administration
      ,
      Manage FirmFlow
      ,
      Permissions
      , then
      Workflow
       and give permission to add deliverables.
    • Items that you add to the deliverables list following these steps will be overwritten anytime a new list is imported by selecting
      Administration
      ,
      Manage FirmFlow
      , then the
      Lists
       tab.
    • You can save items that you add the the deliverables list by exporting the list by selecting
      Administration
      ,
      Manage FirmFlow
      , then the
      Lists
       tab.

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