A member of the Administrator's group in GoFileRoom can import the initial client list.

First, you need to create a lookup list using a template from GoFileRoom. Then, you can import it to GoFileRoom.

Follow these steps to create a lookup list:

1. In GoFileRoom, select Administration, then Manage Fileroom.
2. Choose the Lists tab, then Manage Lookup Lists.
3. Select the Export button, and download the lookup list.
4. Open the Excel spreadsheet, add client names and IDs in the designated columns.
   • This is a template document. Keep the columns the same in the spreadsheet, including blank columns.
5. Save the file in .xls or .xlsx format, name it the same as the drawer's ID, then close the document.
6. Import the lookup list into GoFileRoom.

Update existing client lookup list

If you already have an existing client lookup list in GoFileRoom:

1. In GoFileRoom, select Administration, then Manage Fileroom.
2. Choose the Lists tab, then Manage Lookup Lists.
3. Select the Export button, and download the existing lookup list.
4. Add the new clients to the existing lookup list.
5. Import the new client lookup list into GoFileRoom.

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