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Auto re-indexing overview
Auto-reindexing automatically updates the Client Name index field across your documents and folders when a Client Name changes. Use this feature to keep your records accurate.
If a client's name is changed and brought into GoFileRoom by a daily spreadsheet import or a sync, then you’ll need to update the Client Name index field for all the documents and folders that use it. If the Client Number remains the same, you can turn on the auto-reindexing feature to update the Client Name index field for you.
Turn on auto-reindexing
Auto-reindexing by default is enabled. If you want this feature turned off, contact support.
Features
- Available for any drawer that uses Client Name and Client Number.
- Works even when your documents are checked out.
- Updates Client Name for all workflows in FirmFlow folders — if you are working on a workflow at the time, you will be reminded to update Client Name and Client Number when you save.
- Runs daily at 2:00 am CT.
- Sends email notifications to your designated Lookup List Sync notification recipient.
- Displays reindexed documents in the Document Tracking report.
Troubleshooting
Auto-reindexing won’t update the Client Name if any of the following are true.
- The Client Number has also changed.
- The same Client Name is used with more than 1 Client Number.
- More than 1 Client Name has the same Client Number.
- The client has been manually added to the Lookup List.
This article applies to:
- Product: GoFileRoom
- Subject: Documents