Manually add values to a checklist

  1. Select
    Administration
    , then
    Manage FirmFlow
    from the GoFileRoom toolbar.
  2. Select a drawer from the Drawer dropdown list, then select the
    Checklist Configuration
    tab.
  3. Select the engagement type for which you are importing a checklist.
  4. Enter a checklist header value in the
    List Value
    field, then select
    Add
    .
  5. Repeat step 4 for all checklist header values.
  6. To add checklist items under each header, select a checklist header in the List pane, enter a checklist item value in the input field, then select
    Add
    .
  7. Select
    Save
    to save the lists.

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