You can take advantage of the robust features of the Document Search results grid, including the ability to filter, sort, freeze, and move columns in the grid. 

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

Menu commands

You can select the same commands from either the toolbar pull-down menus, or the right-click context menu in the Search results grid.

Show me.

To view the GoFileRoom right-click context menu, you must mark the checkbox for one or more documents. If you do not select any documents when you right-click, the Windows Explorer context menu is displayed instead.

Working with columns in the Document Search grid

The Search results grid displays the documents that meet the criteria specified in the Search pane. You can customise the grid columns and filter the search results, as described below, to display the documents the way you want. The settings that you choose apply specifically to your login.

• Quick Actions. Click the icons in the Actions column to preview, edit (with the appropriate Client Add-in installed), or export the selected document .
• Select columns to display. Click the Column Setup   button and choose Preferences to select which columns to display in the Search results grid.
• Rearrange the columns. Click a column and drag it to the desired location in the grid. Show me.
• Freeze columns. Click the Column Setup   button, choose Frozen Columns, and then tick the checkboxes for columns that you want to freeze on the left side of the search grid. The frozen columns will not move off the grid as you scroll to the right (similar to frozen columns in a Microsoft Excel spreadsheet). Show me.
  
  
  

  Notes

  • You can choose up to three columns to freeze on the left side of the search grid. By default, the Actions column remains frozen.
  • Columns that have been frozen cannot be reordered.
• Filter and sort columns.
  • The Show/Hide Filter button in the upper-right corner changes colors, depending on its status. When filters are enabled, the button is orange, and the column headers include a Filter Selection  button.
  • Click the Filter Selection button to filter in the Search results grid. When a filter is selected, the Filter Selection  button appears with an additional arrow.
  • Click the column header to sort items in ascending or descending order for the selected column.
• Specify the filename for exported documents. To specify the filename format, select the applicable positions in the Sent FileName column of the Administration > Manage Configuration > Email Settings tab.
  
  

  Example

  For your client Acme with a client number of 1104 and a period-end date of 12/31, select the following to dispay the filename for an exported spreadsheet as Acme11041231.xls

   

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