Linking to documents in GoFileRoom

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Use the Select GoFileRoom Documents dialog to create a link to one or more documents stored in GoFileRoom from any Links tab in Practice CS.

  1. Open the Select GoFileRoom Documents dialog by right-clicking within the Links tab and choosing Add GoFileRoom Documents from the context menu.

    Note: If you are adding a link from one of the setup screens (for example, Clients), you must click the Add or Edit button before the context menu is available.

  2. In the Select GoFileRoom Documents dialog, select a drawer from the drop-down list in the Drawer field.
  3. In the grid, use the fields in the Index Value Type and Value columns to construct a search, then click the Search button.

    Note: For information on searching in GoFileRoom, see the GoFileRoom documentation.

  4. In the search results, mark the checkbox for each document to which you want to link, then click OK.

Notes

  • By default, each link is named using the Description field from GoFileRoom. You can rename the link by right-clicking it and choosing Rename Link from the context menu.
  • If you are in one of the setup screens (for example, Engagement Templates), you must click the Enter button to save your changes to the setup item.

Related topic: Adding links

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