Adding a single lookup list entry in the Add Documents screen

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If you have the appropriate access permissions, you can add a lookup list entry in the Add Documents: Clients screen.

Note: Only one lookup list entry may be added at a single time.

  1. Click the Add Documents link in the GoFileRoom toolbar.
  2. Click the Lookup list button for the Client Name field or the Client Number field.
  3. From the Matching Values window, right-click on any row and choose Add Value from the context menu.
  4. Enter the values for the new lookup entry.
  5. Click Save.

Related topic: Adding, editing, or removing lookup list entries