Legal
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Trade & Supply
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Risk & Fraud
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News & Media
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Books
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Remove values from a checklist
- SelectAdministration, thenManage FirmFlowfrom the GoFileRoom toolbar.
- Select a drawer from the Drawer dropdown list, then select theChecklist Configurationtab.
- Select an engagement type in theEngagement Typefield.
- Select a value in the List pane.
- SelectRemove.note
- You can organize checklist headers and items by numerating the entries with prefixes. For example, “A, B, C,” or “1, 2, 3,” and so on.
- FirmFlow folders that are rolled forward will use the current version of the checklist.