Creating a lookup list in a text file

Follow these steps to create a lookup list as a text file.

  1. Create a new text file and name it the same as the drawer's ID (for example, "0000000001.txt").

    Note: Drawer IDs are provided to your firm during GoFileRoom implementation.

  2. Determine the number of associated fields for your lookup list. Each row in your text file will be considered one associated value for several fields. If your organization has associated three fields, then each row should have two pipes separating the three values in each row.

    Notes:

    • If your organization has three associated fields and you place four values in a row (or three pipes), that row will be skipped during the import process.
    • GoFileRoom automatically eliminates extra spaces and duplicate entries during processing.
  3. After all matching values are entered in your text file, choose File > Save.
  4. Import the lookup list into GoFileRoom.

Related articles

Managing lookup lists

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