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Client Center

Configure Client Center mapping

To allow members of your firm to share GoFileRoom documents with clients through GoFileRoom Client Center, powered by Onvio, you need to assign publishing permissions in GoFileRoom. You also need to configure GoFileRoom Client Center mapping settings to specify a GoFileRoom drawer and default index values for documents that clients upload to Client Center.
Follow these steps to specify default index values for the file section, document type, year, and period end for documents that clients upload to GoFileRoom Client Center.
  1. In GoFileRoom, select
    Administration
    ,
    Manage Configuration
    , then the
    Client Center
     tab.
    • The
      Drawer
      ,
      Client Name
      , and
      Client Number
       fields contain read-only values that GoFileRoom Support maintains. For more information, contact your GoFileRoom consultant, or contact GoFileRoom Support.
    • GoFileRoom Support also maintains the information in the
      Description
       field, but it's defined by the name of the file being uploaded.
  2. GoFileRoom automatically selects data in the
    File Section
     and
    Document Type
     fields.
    If a file section or document type isn't listed, select
    Administration
    ,
    Manage Fileroom
    , then the
    Lists
     tab, and add a new file section or document type before continuing.
  3. Optional: Select the applicable year and period-end information.
    Some firms may choose not to configure Client Center mapping for year-end and period-end information. Staff can add this information after reviewing and re-indexing documents.
  4. Optional: To let your clients display the documents they upload to GoFileRoom Client Center, mark the
    Automatically Publish Uploaded Documents
     checkbox.
  5. Select
    Save
    .

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