Setting Up Delivery Methods for the Firm

Different projects or clients might require different methods of delivering the final products. You can create a list of all the methods that your firm uses to deliver materials to your clients. Staff at your firm can assign the appropriate delivery method for each project, client, or workstep as necessary.

Example: Some delivery methods your firm might use include mail, email, client will pick up, fax, and electronic filing.

To add, edit, or delete delivery methods for your firm, do the following:

  1. Do one of the following:
    • Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
    • Open Workstream, and then click Lists in the Manage group on the Manage ribbon.
  2. Click Workstream List > Delivery Methods . The delivery methods that have already been created for your firm display in the grid.
  3. Do any of the following:
    • Create a new delivery method. Click New on the button bar, or right-click the grid and select New from the menu.
    • Edit an existing delivery method. Select an item in the grid and click Edit on the button bar, or right-click an item in the grid and select Edit from the menu.
    • Delete a delivery method. Select an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu.
  4. Press Enter or click another row to save your changes.
  5. To exit the grid, select another item on the navigation panel.

ClosedExplain the components of the window and the right-click menu.