Add a lookup list entry
Add a lookup list entry from the Add Documents page in GoFileRoom.
note
- If you're using the Auto Reindexing feature, adding clients manually will not allow this feature to function properly.
- If you're using the Lookup List Sync or importing an Excel spreadsheet daily, the Lookup List Sync or importing an Excel spreadsheet will override the list information manually entered in GoFileRoom.
- You'll need Lookup Management permissions in order to add lookup list values.
- 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.
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