Start a Filing

next generation

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:

  1. Make sure you are using a Filing Workspace.

  2. 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:

  1. From Home, click Filing.

  2. Select an existing filing or create a new one.

  3. For a new filing, provide a filing name, type, dates, and click OK.

    Start a filing

What’s Next