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Work with documents

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.
  1. Sign in to GoFileRoom, then select
    Add Documents
    .
  2. Choose the
    Clients
     drawer to add
    Client Name
     and
    Client Number
     information, or choose the drawer you want to add lookup list information.
  3. Select lookup list button for the Client Name or Client Number.
  4. Right-click on a Matching Values row and select
    Add New Value
    .
  5. Enter your lookup information then select
    Save
    .

This article applies to:

  • Product: GoFileRoom
  • Subject: Documents,setup

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