GoFileRoom Index Mapping dialog

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

You can print documents such as reports, financial statements, and letters from Workpapers CS to GoFileRoom. Use the GoFileRoom Index Mapping dialog to define drawers and index values in preparation for printing documents for your firm or clients from Workpapers CS to GoFileRoom.

Note: You must be licensed for GoFileRoom and have the GoFileRoom Client add-in installed to be able to print documents from Workpapers CS to GoFileRoom.

To access the GoFileRoom Index Mapping dialog, choose Setup > GoFileRoom > Index Mapping.

Fields & buttons

This drop-down list shows the drawers that are set up in GoFileRoom. These drawers are specific to your firm.

This column, which is read-only, shows the dynamic index fields that are set up in GoFileRoom. The indexes shown are associated with the drawer you have selected and are specific to your firm.

Selecting one of the following value types determines what is available in the Value field:

  • Variable: When selected, the Value field contains dynamic variables from Accounting CS (such as Client ID, Client name, DBA name, Entity type, and so forth) in the drop-down list.
  • Text: When selected, you can type any text (up to 50 characters) in the Value field.
  • GoFileRoom Index List Item: When selected, the Value field contains dynamic items from GoFileRoom in the drop-down list.

The values available to select from the drop-down list depend on the Index Value Type you have selected.

If the value you have selected is a date for a non-date GoFileRoom index, select a date format from the drop-down list (for example, M/d/yyyy).

Mark this checkbox to display the GoFileRoom Index Mapping dialog when you choose to print documents to GoFileRoom via the Print dialog. This allows you to update the mapping values for the drawer and indexes at the time of printing to GoFileRoom.

Tabs in this dialog

The following tabs are available in the GoFileRoom Index Mapping dialog. Each tab corresponds to the service-based category for the document types that you are mapping to GoFileRoom.

Tab Details
Accounting

Includes accounting reports, letters.

Financial Statements Includes financial statements.
Workpapers Includes workpapers reports and engagement binders.
Firm Includes firm-level reports and documents.

Was this article helpful?

Thank you for the feedback!