Adding a single lookup list entry in the Add Documents screen

Alerts and notices

If your firm is manually maintaining lookup lists within GoFileRoom and you have the lookup management permissions on a drawer, you can add a lookup list entry in the Add Documents screen.

If your firm is using the Lookup List sync utility to maintain lookup list values based on data in Practice CS or another time and billing application, you should add the data into the other application. Manual entries to GoFileRoom lookup list values are overridden the next time the Lookup List sync utility synchronizes the data.

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

  1. Click the Add Documents link in the GoFileRoom toolbar.
  2. Select the drawer to which you would like to add a lookup list entry.

    Note: Select the Clients drawer to add Client Name and Client number lookup values. If you are using lookup lists to maintain index values for other drawers, select the appropriate drawer.

  3. Click the Lookup list lookup list button button for the Client Name field or the Client Number field.

    Note: In the clients drawer, click the Lookup list button next to the Client Name or Client Number field.

  4. From the Matching Values window, right-click on a row and choose Add Value from the context menu.
  5. Enter the values for the new lookup entry.
  6. Click Save.