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 Portlet Options settings
GoFileRoom Index
Index Value Type
Value
Date Format
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.