Add a FirmFlow workflow

FirmFlow uses workflows to define the process for moving a client folder in your firm. You can access your workflows on your My Work screen.
Follow these steps to add a workflow to a FirmFlow folder.
  1. Open a FirmFlow folder assigned to you.
  2. Select
    Workflow
    , then
    Add Workflow
    .
  3. Add a
    Description
    .
  4. Choose a workflow
    Status
    .
  5. Select
    OK
    to create the workflow.
    The workflow will be assigned to you on the first step. A due date will appear after you add a deliverable.

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