Create a lookup list in a text file

Follow these steps to create a lookup list as a text file.
  1. Create a new text file and name it the same as the drawer's ID (for example, "0000000001.txt").
    note
    Drawer IDs are provided to your firm during GoFileRoom implementation.
  2. Determine the number of associated fields for your lookup list. Each row in your text file will be considered 1 associated value for several fields. If your organization has associated 3 fields, then each row should have 2 pipes separating the 3 values in each row.
    note
    • If your organization has 3 associated fields and you place 4 values in a row (or 3 pipes), that row will be skipped during the import process.
    • GoFileRoom automatically eliminates extra spaces and duplicate entries during processing.
  3. After all matching values are entered in your text file, select
    File
    , then
    Save
    .
  4. Import the lookup list into GoFileRoom.

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