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Search screen, Add screen, and Administration section Lookup List differences
Sometimes, a new client won’t appear the Lookup List when a user searches for documents, or an inactive client won’t appear in the Lookup List when you try to add documents to that client.
This topic explains the differences between the Lookup Lists on the
Search Documents
screen, Add Documents
screen, and Administration section.Search Documents screen
The Lookup List on the
Search Documents
screen will show a client's name and number only if the client has documents already saved using the client's index. Therefore, new clients in GoFileRoom won’t appear in the search list until at least 1 document has been saved to the client's index.Therefore, you'll find clients that are active (with documents) and inactive (deleted and with documents) on the
Search Documents
screen. Add Documents screen
The Lookup List on the
Add Documents
screen will show a client's name and number only if the client is on the active list, as added by the Lookup List Sync utility in the Administration section or via Lookup List Management. Most Lookup List Sync utilities are configured to sync only active clients from a firm's Time & Billing application. Therefore, if an inactive client needs to have documents added to the client's index, you must either temporarily mark the client as active in the Time & Billing application and let the Lookup List Sync utility transfer the change to GoFileRoom, or you must go into the Administration section, or have Lookup List Management permissions to re-add the client to the
Add Documents
screen's Lookup List.note
Removing a client from the
Add Documents
screen Lookup List doesn't remove any documents from GoFileRoom. That client will remain on the Search Documents
screen Lookup List as long as at least 1 document is indexed to the client.Therefore, you'll find clients that are new (active but without documents) and active (with documents) on the
Add Documents
screen.Administration section
When selecting
Administration
, Manage FileRoom
, Lists
, Manage Lookup Lists
, then Preview
, you'll find clients that are new (active but without documents), active (with documents), and inactive (deleted and with documents).