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Administration

Map ClientFlow or NetClient users to lookup list items for new clients

If you have administrative privileges, you can map ClientFlow or NetClient users to client names and numbers for new clients who may not have documents stored in GoFileRoom.
  1. Add a lookup list entry for the new client.
  2. Select
    Administration
    ,
    Manage Users
    ,
    Groups
     from the GoFileRoom toolbar, then select the
    ClientFlow users
     tab.
  3. Select the user for whom you want to provide access from the
    Select User
     dropdown list.
  4. Select the Lookup List Lookup List button button for the
    Client Name
     field or the
    Client Number
     field, select the new client from the list that opens, and select
    OK
    .
  5. Select the
    Add
     button, then select the
    Save
     button.

This article applies to:

  • Product: GoFileRoom

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