Get started with GoFileRoom
GoFileRoom is a secure, web-based, and cost-effective document management application that enables you to add speed and efficiency to your daily workflow. GoFileRoom provides the ability to store any type of document with user-defined indexes, to quickly locate stored documents, to add annotations to documents for others to view, to email stored documents as a link or attachment, to edit Microsoft Word and Excel files, and more.
The following information provides a summary of the main areas and procedures in GoFileRoom and provides instructions for performing common tasks such as scanning documents, navigating in GoFileRoom, and accessing your firm's documents.
Security
Multi-factor authentication provides an additional layer of security for your firm's confidential data, which is stronger and more secure than a simple password. The addition of at least one more layer of identity verification protects you against hacking and fraud attempts.
Application update information
Release notes: Regular release notes provide information about the latest changes—including Add-in updates—and enhancements for GoFileRoom.
Performing administrative tasks
The following article provide information about common administrative tasks in GoFileRoom.
Set up the application
Important first steps for users with administrative permissions responsible for setting up workstations with GoFileRoom.
- Verify that GoFileRoom system requirements have been met.
- Configure your internet browser.
- Install the appropriate GoFileRoom Add-Ins.
- Add-Ins. GoFileRoom Add-Ins enable you to integrate with other applications such as, Microsoft Office applications, Adobe Acrobat applications, and more.
- Security and permissions. Users with administrative permissions can add and modify individual users and groups, disable user accounts, and more.
GoFileRoom access and configuration
- Log into the application. After the administrator has implemented the setup tasks, you are ready to log into the application.
- Start screen. You can choose the default screen that opens each time that you open GoFileRoom.
- Home screen. You can quickly access workflow-related tools and features from one customizable screen that enables you to add and remove portlets, as needed. For details, go to Access tools and features from the Home screen.
- Preferences. You can change your password, set up email notifications for workflows to which you are assigned, and specify navigation preferences.
Perform common tasks in GoFileRoom
- Add documents. Review information about adding different types of documents to GoFileRoom, printing documents, and adding lookup list entries.
- Index documents. Indexing each document as they are added to GoFileRoom provides a way to identify and easily retrieve them when needed. For details, go to Index you GoFileRoom documents.
- Search documents. Use the search features in GoFileRoom to quickly locate documents that are stored in the application. For details, go to Search for documents.
- Edit documents. Review information about editing in Word and Excel documents, editing GoFileRoom documents offline, and modifying PDF documents stored in GoFileRoom.
- Export documents. You can export single or multiple documents at a time from GoFileRoom. For details, go to Export documents from GoFileRoom.
note
- You'll need a laser printer capable of printing 600 dots per inch (DPI) for barcode printing.
- GoFileRoom is supported in terminal server / remote desktop and Citrix server (published applications or desktop) environments.
- If you're using the Kofax® VRS® scanning driver version 4.2 or later for scanning, Microsoft .NET framework 2.0 must be installed on the scan station.