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Work with FirmFlow folders
FirmFlow folders are defined by the properties that can be set when creating a new folder or editing an existing one. These unique identifiers include the following:
- Client Information (Client Name and Client Number)
- Engagement Type
- PIC (Person-in-Charge) of the Engagement
- Year
- Period End (The last date of a tax period, often 12/31.)
- Type of Workflow
- Workflow's Description
- Workflow's Status
In addition, with the necessary permissions, you can also work with the following items.
- Project Deliverables
- Documents
- Checklist
- Delivery Instructions
- Notes
- Customized Information Fields
- Routing Information and Pre-Assignments
note
All FirmFlow folder data, including dates, index fields, information fields, and field names and their values are determined by the selected drawer.
Changing an existing FirmFlow folder
You can readily enter or change information on the
FirmFlow Folder
screen.note
- TheDocumentstab in the FirmFlow folder will display any documents having the same index values as the folder header: Client Name, Client Number, Engagement Type, File Section, and Year.
- If you make any changes to the header in theDocumentstab and then navigate to another section of the workflow, GoFileRoom will notify you that all documents will be re-indexed using the new header values. For example, if you change the Date filed information at the top of the workflow screen and then navigate away from theDocumentstab, you will be prompted to re-index all documents to the new date. Select OK to proceed and re-index documents or select Cancel to stop the navigation and prevent re-indexing.
- Selecting Cancel will not revert changes made to the fields on theFirmFlow Folderscreen. If you cannot recall the original settings, select the browser Back button to return you to yourMy Workscreen. Using the browser Back button will revert any and all changes made to the fields on theFirmFlow Folderscreen and you will not be able to recover them.