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Link to documents in GoFileRoom
- Open the Select GoFileRoom Documents window by right-clicking within the Links tab and choosing Add GoFileRoom Documents from the context menu.noteIf you are adding a link from one of the setup screens (for example, Clients), you must select the Add or Edit button before the context menu is available.
- In the Select GoFileRoom Documents window, select a drawer from the dropdown list in theDrawerfield.
- In the grid, use the fields in the Index Value Type and Value columns to construct a search, then select the Search button.noteFor information on searching in GoFileRoom, refer to the GoFileRoom documentation.
- In the search results, mark the checkbox for each document to which you want to link, then select OK.
- By default, each link is named using theDescriptionfield from GoFileRoom. You can rename the link by right-clicking it and selecting Rename Link from the context menu.
- If you are in one of the setup screens (for example, Engagement Templates), you must select the Enter button to save your changes to the setup item.
This article applies to:
- Product: Practice CS
- Subject: Setup