Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Administration

Manage dropdown lists

If you have administrative privileges, you can modify items that appear in your firm's dropdown lists.

Change the order of the dropdown lists

If you want to add new drop-down lists or additional levels to existing lists, contact Support.
  1. Select Administration and then Manage Fileroom.
  2. Select the Lists tab.
  3. Select Alphabetical (for alphabetical order) or Logical (for the order in which the lists appear here)

Add items to dropdown lists

  1. Select Administration and then Manage Fileroom.
  2. Select the Lists tab.
  3. In the Drawers field, choose a drawer.
  4. In the Select List field, choose the list you want to add values to.
  5. In the List Value field, enter the item and then select Add.
  6. To add a child value, choose the value from the List field in the Level 1 column and then enter the new item in the List Value field in the Level 2 column.
  7. Select Save when you're finished.

Edit items in dropdown lists

important
To avoid orphaned documents, we strongly recommend that you search for documents using the index value you want to change, and re-index it before following these steps.
  1. Select Administration and then Manage Fileroom.
  2. Select the Lists tab.
  3. Make selections in the Drawers and Select List fields.
  4. Select the item from the List field.
  5. In the List Value field, make your changes and then select Update.

Remove items from dropdown lists

important
To avoid orphaned documents, we strongly recommend that you search for documents using the index value you want to delete and re-index it before following these steps.
  1. Select Administration and then Manage Fileroom.
  2. Select the Lists tab.
  3. Make selections in the Drawers and Select List fields.
  4. Select the item in the List field, and then select Remove.
  5. To delete all items from the list, select Clear All.
note
When you delete an index value from a drop-down list, GoFileRoom does not delete any documents that use that index. This simply prevents users from searching for or adding documents using the index values that were deleted. GoFileRoom stores documents with the original index values, and users can search for them by any other index.

error-icon

error-close