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

  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

  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.

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