GoFileRoom 23 June, 2025 release notes

We’ve fixed an issue in the FirmFlow Checklist Configuration area (

Administration

Manage FirmFlow

Checklist Configuration

tab) that caused the Logical sort option to display items in alphabetical order. This has been resolved with a hotfix released on June 3, 2025, ensuring the Logical sort option now functions correctly.

We’ve fixed an issue with Workflow Notification Rules where alerts configured for

Number of Days Before

a due date were incorrectly sent after the due date, and alerts set to send after were showing up early. The rule configured has now been corrected, ensuring notifications are sent accurately at the specified times relative to the due date.

We’ve resolved an issue where the records management Approvers list was not displaying correctly. All valid approvers are now shown in the

Record Managers List

. Additionally, we’ve ensured that email notifications are delivered as expected.

We’ve resolved an issue that prevented clients from previewing documents via the NetClient CS mobile app. While this issue affected a limited number of situations, we recommend communicating this resolution to any clients who previously reported the problem.

We’ve addressed an issue where automatic routing email notifications were not delivered when workflows were routed from a routing pool group, for example an administrative scanning team. This update ensures that staff will now receive these notifications from no-reply@thomsonreuters.com in all situations.

To help your team route work more efficiently and prevent the selection of client users instead of staff, we have enhanced the Person in Charge (PIC) field. The PIC list will no longer display ClientFlow or ClientCenter users. Previously, external client accounts appeared in the PIC selection list in GoFileRoom. With this update, only your firm’s staff members (GoFileRoom users) will be available for selection as the Person in Charge. This change ensures the PIC list accurately reflects your firm’s staff and streamlines the selection process. We hope this enhancement helps your team work faster and makes the list of available options easier to navigate.

Improved integration now accurately shares the

Username

and

Owner name

for actions performed on

SurePrep Source Documents

. This enhancement ensures better communication of document ownership, improves document history tracking, and enhances the

My Work

displays to clearly show assigned workflows.