Work with documents

Export documents from GoFileRoom

Follow these steps to export a single document or multiple documents from GoFileRoom.

Export a single document in Classic Search

  1. In GoFileRoom, perform a search to find the document you want to export.
  2. Mark the checkbox for the document in the Search Results screen.
  3. Right-click it and select
    Export Document
    .
  4. Open the document in its native application or save it.

Export a single document in Document Search

  1. In GoFileRoom, perform a search to find the document you want to export.
  2. Select
    Export
     Export
  3. Open the document in its native application or save it.

Allow export of multiple documents

Exporting more than 1 document at a time requires specific User permissions. To export multiple documents, users must have the
Allow Export of Multiple Documents
permission, which is managed internally by a firm GoFileRoom administrator under the following path:
  1. In GoFileRoom, select
    Administration
    , then
    Manage Users & Groups
    .
  2. Go to the
    Users
     tab.
  3. Select the user you want to modify in the dropdown list.
  4. Mark the
    Allow Export of Multiple Documents
     checkbox.
  5. Select
    Save
    .

Export multiple documents in Document Search or Classic Search

  1. In GoFileRoom, perform a search to find the documents you want to export.
  2. Mark 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 confirm that you want to export multiple documents.
  5. Open or save the ZIP file to access the documents.