Managing lookup lists

Lookup lists allow users who are adding documents to GoFileRoom to enter partial text for an index item, look up the item in a list, and then add the item to the selected field with a few clicks. If you have administrative privileges, you can populate lookup lists with index entries that your firm frequently uses.

You can create a lookup list in a text file or in an Excel file and then import the list into GoFileRoom.


Related articles

Adding a single lookup list entry in the Add Documents screen

Creating a lookup list from a text file

Creating a lookup list from an Excel spreadsheet

Importing a lookup list

Mapped contacts overview

Linking mapped contacts from a lookup list to a notification rule

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