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GoFileRoom index mapping overview

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You can print documents such as reports, invoices, statements, letters, and labels from Practice CS to GoFileRoom. Before you can send documents to GoFileRoom, you must first map your GoFileRoom indexes to database fields in Practice CS. Use the
GoFileRoom Configuration
 window to select which Practice CS database fields correspond to which GoFileRoom indexes.
An
index
 is specific information that you enter about a document in GoFileRoom so that you can quickly and efficiently search for and retrieve the document.
To access the GoFileRoom Configuration window, select
Setup
System Configuration
GoFileRoom
Index Mapping
.
note
  • If you don't see this menu command, you may need to install the Adobe Acrobat add-in available from GoFileRoom. To access the add-in, select the
    Add-Ins
     link on the GoFileRoom Welcome page, and follow the instructions provided.
  • The indexes on the
    Reports
     tab will be used when printing reports to GoFileRoom. The indexes on the
    Invoices & Statements
     tab will be used when printing invoices or statements to GoFileRoom.
Select the following items for information on the various fields and buttons on this window.
Drawer
This dropdown list shows the drawers that are set up in GoFileRoom. These drawers are specific to your firm.
GoFileRoom Index
This column, which is read-only, shows the dynamic index fields that are set up in GoFileRoom. The indexes shown are associated with the drawer you have selected and are unique to your firm.
Index Value Type
Selecting one of the following Index Value Types determines what is available in the
Value
 field:
  • Practice CS Field
    : When selected, the
    Value
     field contains dynamic variables from Practice CS (such as Client ID, Client Name 1, Firm Name, Firm Current Period End Date, and so on) in the dropdown list.
  • Client Custom Field
    : When selected, the
    Value
     field contains Practice CS client custom fields in the dropdown list.
  • GoFileRoom Index List Item
    : When selected, the
    Value
     field contains the list values from GoFileRoom for that item.
  • Text
    : When selected, you can type any text (up to 50 characters) in the
    Value
     field.
Value
The values available to select from the dropdown list depend on the Index Value Type you have selected.
Date Format
If the value you have selected is a date, select a date format from the dropdown list (for example, M/d/yyyy).
Always display a GoFileRoom print indexing window
When this checkbox is marked, the Print to GoFileRoom indexing window will open for each report selected. The options you selected in the GoFileRoom Configuration window will be filled in automatically, but you will have the ability to change the indexes, if necessary. If this checkbox is not marked, all reports will print to the indexes selected here.

This article applies to:

  • PRODUCT: Practice CS