View all documents
The Practice CS Client Dashboard includes a GoFileRoom documents portlet that can show the documents stored in GoFileRoom for the selected client. In order to view a list of the documents, the options must be set up correctly.
To set up the GoFileRoom Documents Portlet options so that it will display the list of stored documents for the selected client, right-click anywhere in the portlet and select
Options
. On the option screen that opens, set the values as shown in the following table.GoFileRoom Index | Index Value Type | Value |
|---|---|---|
Client Name | Practice CS Field | [Client Name 1] |
Client Number | Practice CS Field | [Client ID] |
File Section | GoFileRoom Index List Item | - |
Document Type | GoFileRoom Index List Item | - |
Description | Text | - |
Period End | GoFileRoom Index List Item | - |
Document Date | Text | - |
Year | GoFileRoom Index List Item | - |
Additional information may be added by the GoFileRoom administrator.
