GoFileRoom Index Mapping

Follow these steps if the
GoFileRoom Index Mapping
isn't showing under the
System Configuration
,
GoFileRoom
page in Practice CS.
note
In Practice CS, go to
Setup
,
Firm
,
Preferences
tab, then make sure the
Integrate this Firm with other solutions
checkbox is marked.
  1. The Firm needs to be on the most current version of Practice CS and the GoFileRoom Add-in needs to be installed.
  2. In Practice CS, select
    Setup
    , then
    Security Groups
    .
  3. Select a group from the list.
    note
    Depending on which staff are having the issue, you may need to check multiple groups.
  4. Select
    Edit
    .
  5. Go to
    Practice CS
    ,
    Menu
    , and then
    Setup Menu
    .
  6. Select
    System Configuration
    , then
    GoFileRoom
    .
  7. Mark the
    Index Mapping
    .