Add a lookup list entry in GoFileRoom
Add a lookup list entry from the Add Documents page in GoFileRoom.
note
If you use the Lookup List Sync, you should enter your lookup information in the application that syncs with GoFileRoom. Lookup List Sync will override the list information manually entered in GoFileRoom.
- Sign in to GoFileRoom, then selectAdd Documents.
- Choose theClientsdrawer to addClient NameandClient Numberinformation, or choose the drawer you want to add lookup list information.
- Select
for the Client Name or Client Number. - Right-click on a Matching Values row and selectAdd New Value.
- Enter your lookup information then selectSave.