If a client's name is changed and brought into GoFileRoom by a daily spreadsheet import or a sync, then you’ll need to update the Client Name index field for all the documents and folders that use it. If the Client Number remains the same, you can enable the Auto-Reindexing feature to update the Client Name index field for you.

Enable Auto-Reindexing

Auto-Reindexing by default is enabled. If you want this feature disabled, contact support.

Features

• Can be enabled for a drawer that uses Client Name and Client Number.
• Works for Client Name and Client Number, but not also for Client Family.
• Works even when documents are checked out.
• Updates Client Name for all workflows in FirmFlow folders and, if you’re working on a workflow at the time, you'll be reminded to update Client Name and Client Number when you save.
• Takes place daily at 2:00 am CT.
• Sends email notifications to the recipient of Lookup List Sync notifications.
• Shows reindexed documents in the Document Tracking report.

Troubleshooting

Auto-Reindexing will not update Client Name if any of the following are true.

• The Client Number has also changed.
• The same Client Name is used with more than one Client Number.
• More than one Client Name has the same Client Number.
• The client has been manually added to the Lookup List.

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