Import a checklist from an Excel file

Select Administration
, then Manage FirmFlow
from the GoFileRoom toolbar.

Select a drawer from the Drawer dropdown list, then select the Checklist Configuration
tab.

Select the engagement type for which you're importing a checklist from the dropdown list.

Select Import
.

Select the Excel checklist you want, then select Save
.

After the file uploads, the checklist displays. The checklist will be created in GoFileRoom exactly as it appeared in the imported spreadsheet.