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This article applies to:

  • Product: Practice CS

Set options for the GoFileRoom Documents portlet

The
GoFileRoom Documents
 portlet is available in the
Firm
,
Staff
, and
Client
 dashboards. When you add this portlet to a dashboard, you'll need to specify which GoFileRoom drawer, indexes, and maximum number of results to display.
tip
You can select any of the column headers to sort the list of documents by that column in ascending or descending order. You can select and drag one or more column headings to the top of the portlet to group the list of documents by those columns.
  1. Open the
    Firm
    ,
    Staff
    , or
    Client Dashboard
    .
  2. If the
    GoFileRoom Documents
     portlet doesn't already display on the dashboard, select
    Select Portlets
    , mark the checkbox for the portlet, and select
    OK
    .
    note
    When you first add the
    GoFileRoom Documents
     portlet to a dashboard, the
    GoFileRoom Portlet Options
     window opens automatically to prompt you for the necessary information.
  3. If the portlet was already on the dashboard, right-click in the
    GoFileRoom Documents
     portlet and select
    Options
    .
  4. In the
    Drawer
     field, use the dropdown list to select the drawer that includes the documents you want to display in the portlet.
  5. Make selections in the grid to adjust how data is displayed in the portlet.
    • The read-only
      GoFileRoom Index
       column shows the dynamic index fields that 's set up in GoFileRoom. The indexes shown are related with the drawer you've selected and are unique to your firm.
    • Use the
      Index Value Type
       column to select
      Index Value Types
       that determine what is available in the
      Value
       column:
      • Practice CS Field
        : When selected, the
        Value
         field includes dynamic variables from Practice CS (like Client ID, Client Name 1, Firm Name, Firm Current Period End Date) in the dropdown list.
      • Client Custom Field
        : When selected, the
        Value
         field includes 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.
    • In the
      Value
       column, the values available to select from the dropdown list depend on the Index Value Type you've selected.
    • In the
      Date Format
       column, you can select a date format from the dropdown list for date-related values. An example is m/d/yyyy.
  6. In the
    Maximum number of results
     field, use the dropdown list to select the maximum number of records you'd like displayed at the same time. The results are determined by the sort order of the drawer you've selected in GoFileRoom. For example, if the drawer is sorted by Document Date in ascending order and you select 25 for the maximum number of results, the portlet displays the 25 documents with the most recent date.

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