Work with FirmFlow delivery instructions

You can easily add, change, or delete delivery instructions for a workflow using the
Delivery Instructions
tab. Delivery instructions include delivery methods, the delivery destination, whether the source documents are to be returned, and any extra instructions necessary to complete the engagement.

Add delivery instructions

To add delivery instructions:
  1. Select a delivery method from the Delivery Method field.
  2. Select a destination from the Destination field.
  3. Select the
    Return Source Documents
    checkbox to return the source documents to the indicated delivery destination.
  4. If you want, add delivery notes.

Change delivery instructions

To change delivery instructions:
  1. Select the Delivery Instructions tab.
  2. Select different instructions using the dropdown lists in the Delivery Method and Destination fields.
  3. Select or clear the
    Return Source Docs
    checkbox.

Delete delivery instructions

To delete delivery instructions:
  1. Select the Delivery Instructions tab.
  2. Select the blank entry from the dropdown lists in the Delivery Method or Destination fields.
  3. Clear the Return Source Docs checkbox.
To delete Delivery Notes, select the note from the Option menu, then select
Delete Notes
.

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