Searching for documents

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The GoFileRoom search features allow you to quickly locate any document stored in GoFileRoom by entering an index value such as a client name or number. You can use wildcards to search using words or partial words. You can also search for documents using a range of dates or by entering specific document text.

To be able to edit files in the new Document Search screen, you must install the latest GoFileRoom Client Add-in (v.19.0.4 or higher).

When you search for documents in GoFileRoom, you have the option to use Classic search features or the Document search.

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