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Index and re-index your GoFileRoom documents

Indexing your documents in GoFileRoom helps you organize and locate them. Required index fields contain an asterisk (*) in the field's description.
Create custom indexing profiles so you can upload multiple files or folders with the GoFileRoom Control Panel add-in.
tip
  • If you aren't using the add-in, GoFileRoom Support maintains the list of required fields for your firm. Contact our support team to change them.
  • Select
    SurePrep Source Documents
     if you're submitting tax workpapers for SurePrep processing. It's also a good practice to add SurePrep to your document's description so you'll know it's a SurePrep document in the future.

Sticky fields

Select the sticky field checkbox to automatically fill that field the next time you add a document. If you enter a name in the Client Name field, for example, then Client Name will be filled when you add your next document.
note
Sticky fields reset when you select
Clear
 or sign out of GoFileRoom.

Lookup lists

When you add documents, you may be able to select existing document index values from a lookup list. If Lookup list is available, then you can select it to use a lookup list to enter index information.
Follow these steps to populate an index field using a lookup list.
  1. Enter at least the first letter or number of the value. You can use a wildcard (*) to retrieve lookup values in Classic Search.
  2. Select Lookup list to open the lookup list.
  3. Choose the lookup list value you want to add to your document's index.

Recalling index values

To save time when indexing documents in GoFileRoom, you can reload the index values that were most recently entered.
  • To recall index values from within GoFileRoom, select
    Recall Index
     on the Add Documents screen.
  • To recall index values when adding documents in the ControlPanel, select
    Recall Indexes
    .

Re-index documents

Follow these steps to re-index your documents that aren't archived or checked out.
  1. Search for the documents you want to re-index.
  2. Select the checkbox for up to 150 documents you want to re-index.
  3. Right-click and select
    Re-index Documents
    .
  4. Enter your new index information, then select
    OK
    .
  5. Select
    OK
     to index your documents, then
    OK
     to close.

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