Update the original due date for deliverables in existing workflows

You may need to update the original due date of FirmFlow deliverables in existing workflows to comply with periodic changes to tax laws. Follow these steps to easily update several deliverables across multiple workflows.
If you have administrator permissions, follow these steps to update the original due date.
  1. In GoFileRoom, update the Deliverables list with new compliance due dates.
    If the Master Deliverable list doesn't have a due date for a deliverable, GoFileRoom will increment the deliverable by one year.
  2. Select
    Administration
    then
    Manage FirmFlow
    and select the
    Configuration
    tab.
  3. Mark the
    Update Original Due Date on Roll Forward
    checkbox.
    When you mark the
    Update Original Due Date on Roll Forward
    checkbox for a service in the General category, GoFileRoom updates the original due dates for all associated deliverables during the roll-forward process to match the due date of the corresponding deliverables in the Master Deliverables list.
  4. Select
    Save
    .

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