Release notes

GoFileRoom 25 November, 2024 release notes

General

  • GoFileRoom Add-Ins:
    We introduced Version 24.2.2 in the October 21 release. While not mandatory, we recommend updating your workstations before the new year to benefit from new features that drive efficiencies in the upcoming tax season.
  • GoFileRoom and SurePrep integration:
    We enhanced the integration for faster sharing of files and also to eliminate the need for Alert notifications. You can keep or remove existing notifications without affecting integration.
    Removing the Alert dependency makes the setup process more simplified for new customers of SurePrep and GoFileRoom. If you have previously configured notifications, they can remain in place if you want to receive emails and alerts, or they can be deleted. Leaving the notification rules in place won’t impact the integration process. Prior version of GoFileRoom required the following notification rules and this setup step is no longer required. They can be edited or deleted to your preference.
    • SurePrep source document added
    • SurePrep source document deleted
    • SurePrep source document reindexed
  • Exporting multiple documents:
    • From the GoFileRoom toolbar, select
      Administration
      , then
      Manage Users & Groups
      . The
      Work Offline
       option in the
      USERS
       tab is now
      Allow Export of Multiple Documents
      . This change gives the admin team control over user exports from 1 document to multiple in a single action.
    • You can export multiple documents in the
      Classic Search
       screen. To export multiple documents, users must have the
      Allow Export of Multiple Documents
       permission granted by a firm GoFileRoom administrator.
    • Follow these steps to export multiple documents in Document Search or Classic Search. For more best practices, you can enter
      Export documents from GoFileRoom
       in the search field on this article page.
      1. In GoFileRoom, perform a search to find the documents you want to export.
      2. Select the checkboxes for the documents you want to export in the
        Search Results
         screen.
      3. Right-click and select
        Export Document
        .
      4. Select
        OK
         to verify that you want to export multiple documents.
      5. Open or save the ZIP file to access the documents.
  • Invalid special characters:
    We resolved an issue in the
    Add Documents
     and
    Manage Lookup Lists
     screens where special characters were removed from the
    Client Name
     and
    Client Number
     fields. Use standard characters in names and identifiers to avoid HTML issues.

Issues resolved

  • We've resolved an issue in the
    Search Documents
    Document Search
    Document Explorer
     screen preventing merging of reindexed documents without all required index fields populated. This issue was limited to only this screen and worked as expected in
    Classic Search
    .
  • We've corrected an issue where ampersands in the
    Client Name
     and/or
    Client Number
     index fields were interpreted as wildcard values.
  • We've fixed an issue in Document Preview where hovering over Email expanded the Email Options pop-up unnecessarily.
  • We've resolved an issue causing the
    Assigned To Users
     dropdown to be empty in the
    Route Workflow
     window after the update to Chrome browser version 131.0.6778.70.

This article applies to:

  • Product: Cloud Audit Suite