Release notes

GoFileRoom 16 December, 2024 release notes

General

Bulk import enhancements
We're excited to introduce several improvements to make managing large bulk import files easier and enhance your overall experience. These enhancements are designed to streamline your workflow and improve efficiency.
  • Increased capacity:
     You can now upload Excel files XLSX with significantly more records. We successfully tested uploads with over 30,000 records, catering to the needs of large firms.
  • Partial uploads:
     You can now upload files partially, providing more flexibility in managing your data.
  • Quick feedback:
     After uploading, you'll receive an email with validation results within 30 minutes. This helps you quickly address any errors and re-upload your file if needed. The status email will have either:
    • A validation of a successful import.
    • A detailed list of action items, failed records, and errors in an attached spreadsheet.
  • Folder validation:
     All the folders validation will be completed within 30 minutes.
  • Faster processing:
     We removed the dependency on the nightly engine, so all valid records will be imported within 1-2 hours. This means you can access new folders, FirmFlow folders, and workflows on the same day, or you can address any failed records and re-import them if necessary.
Safeguard your data and performance improvements
We're committed to keeping your data secure. We've updated GoFileRoom's security features to enhance protection. These changes won't affect your experience, but we want to assure you that we're safeguarding your data and maintaining your client's trust.
  • Stronger data protection:
     We upgraded the way we encrypt your information, making it even harder for unauthorized access.
  • Secure file access:
     We fixed issues to ensure only authorized users can access certain files.
  • Improved service reliability:
     We strengthened our systems to prevent interruptions, ensuring you can always access our services.
  • Enhanced application security:
     We added protections to prevent unauthorized actions within GoFileRoom.
  • Better defense against attacks:
     We tightened security against certain types of cyber threats.

GoFileRoom

Exporting documents
  • We enabled all users with the
    Allow Export of Multiple Documents
     permission, granted by a firm's GoFileRoom administrator, to export multiple documents in the
    Classic Search
     screen.
  • We standardized the naming conventions for downloading multiple documents. After the release, when you export multiple documents, they will be zipped in a file named
    MultiDocExport_MMDDYYYYRRRRRR.zip
     and organized in a folder with the client's database name (for example, Q0N). The document names within this folder now follow the settings in the
    Email Configuration
     from the
    Administration
     panel.
  • Exporting document lists from the
    Home Page
     now accurately presents the number of included documents.
SurePrep integration
We resolved an issue with bookmarks when uploading documents from SurePrep. Users can now properly use bookmarks with their uploaded documents.
Searching documents
We improved the
Document Explorer
 to ensure you no longer get the
no search results found
 messages in certain situations. This enhancement makes searching for your documents smoother and more efficient. This update applies specifically to the
Document Search
,
Document Explorer
 tab, when accessed through GoFileRoom’s toolbar bar.

This article applies to:

  • Product: Cloud Audit Suite