Start a FilingLast updated on 07/05/18
In Wdesk, use a Filing Workspace to organize your filing documents in a Home folder to prepare for filing.
Organize Files in a Filing Workspace
Before you begin:
Make sure you are using a Filing Workspace.
Use folders to organize your filing documents.
Not sure when to use folders or projects?
Take a look at Using Folders or Projects to understand how to work with them when using next generation Filing.
Start a Filing
After organizing the filing documents in a Filing Workspace, you can start your filing from Home.
To start a filing:
From Home, click Filing.
Select an existing filing or create a new one.
For a new filing, provide a filing name, type, dates, and click OK.