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FirmFlow

Work with documents within FirmFlow

Documents are available to work with in FirmFlow after they have been added to GoFileRoom. Documents can be added in the following ways.
  • By generating barcode cover sheets for paper documents prior to scanning with ScanFlow, and optionally by generating bookmark separator sheets (to automatically create bookmarks in the PDF).
  • By using the Browse feature to select electronic documents, on the Add Documents page in GoFileRoom, from your computer, a thumb drive, or a storage device located on your network to GoFileRoom. From the
    FirmFlow Folder
     screen, select the
    Documents
     tab and choose
    Options
    , then
    Add
    . This will take you to the Add Documents page with some of the index fields already populated. Do not change any of these but make sure to fill in the missing index fields.
You can easily add, copy, append, merge, export, email, delete, and open documents using the Documents tab.
To work with documents, from the
FirmFlow - My Work
 screen, select a workflow and then select the
Documents
 tab.
If documents have already been added to the workflow, their information (document type, description, document date, checked out status, file size, pages, and review state) will appear in this view.
Other documents may already be associated with the workflow, yet are not visible using the default search criteria. For example, you may want to also see permanent documents, correspondence documents, etc. As long as these other documents have the same Client Name and Number, they may be retrieved from the Documents Tab by changing the search criteria and selecting the Search button.
To display the permanent documents
Change the File Section value to Permanent and select the Search button. The search results will display only documents defined with the File Section type Permanent.
To display the correspondence documents
Change the File Section value to Correspondence and select the Search button. The search results will display only documents defined with the type Correspondence.
To display a different year's documents
Change the Year value (multiple years may also be selected) and select the Search button. The search results will display only documents with the selected year(s).
Any combination of the File Section, Document Type, Description, Period End, and Year fields may be used to query for a set of documents matching the Client Name and Number of the workflow.

Documents Awaiting Scanning

If someone has created a barcode cover page that has not been used in the ScanFlow process, a red notice appears in the upper left of the folder, displaying how many documents are yet to be scanned using ScanFlow. To display the details of the document(s), select the link.
The Document Tracking report will open.
The documents are identified by client name and number, file section, year, period ending date, along with the document ID, status, user, date and time added, document type, description, date of the document, date last modified, date checked out, version number, file size (in kb), and page count. Once barcoded documents have been scanned, they are automatically added to the documents tab of the workflow.

Reviewing a document's history

FirmFlow allows you to easily access a document's history.
To view a document's history, from the Documents tab, select the checkbox for a specific document, right-click, and select Review Document History.

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