Browse all GoFileRoom help
Here's a list of all articles for GoFileRoom. Feel free to explore!
- Add-ins
- Adobe Acrobat add-in (Part of the GoFileRoom Add-In)
- Common Lookup List queries
- ControlPanel Add-in
- Create a ControlPanel profile
- Create a standard ControlPanel profile and apply to other users
- Create Outlook folders for ControlPanel profiles
- Drag and drop files
- Email documents from the viewer
- Enable GoFileRoom add-ins
- File Importer Service
- GoFileRoom QuickLaunch (Part of the GoFileRoom Add-In)
- GoFileRoom ScanFlow (Part of the GoFileRoom Add-In)
- Index your UltraTax CS tax returns with File Importer
- Install GoFileRoom Add-In
- Lookup List fields
- Lookup List scripts
- Lookup List Sync Utility
- Manage your firm's upload account
- Microsoft Office add-in (Part of the GoFileRoom Add-In installation)
- Microsoft Outlook add-in (Part of the GoFileRoom Add-In)
- Set up the GoFileRoom ControlPanel
- Silent mode using GoFileRoom Add-In EXE package
- Uninstall and reinstall GoFileRoom Add-In
- Upload Documents Service
- Administration
- Add a group for security
- Add a default email signature for emails
- Add a security group
- Add a user for GoFileRoom security
- Add clients
- Add lookup list fields
- Add or remove an administrator
- Administration features
- Assign ClientFlow publishing permissions
- Assign or modify group permissions
- Change drawer properties
- Change the expiration date and time for an account
- ClientFlow security group examples
- Create a lookup list in a text file
- Create a lookup list in Excel to import into GoFileRoom
- Delete lookup list fields
- Determine the GoFileRoom Drawer and List ID
- Difference in the visibility of clients
- Disable or delete a user account
- Document permissions example - Allow Access option
- Document permissions example - Deny Access option
- Enable a disabled user account
- Export lookup lists to Excel
- General rules for passwords
- Global security configuration
- GoFileRoom Add-In silent installation: Group Policy to deploy add-in updates
- Group permissions
- Groups
- Import a lookup list
- International date formats
- Link mapped contacts from a lookup list to a notification rule
- Manage bookmark separators
- Manage document approval features
- Manage dropdown lists
- Manually register Microsoft files
- Map ClientFlow or NetClient users to lookup list items for new clients
- Mapped contacts
- Modify group settings
- Modify user account settings
- Obtain the Client Add-In installer files for use in a Group Policy installation
- Preview a lookup list
- Remove group document security
- Remove index values for user document security
- Restrict access to GoFileRoom drawers
- Restrict specific IP addresses
- Set up document security features for ClientFlow
- Set up NetClient CS mapping for ClientFlow
- Set up Outlook email options
- Turn off the GoFileRoom email feature
- Unlock or reactivate a user's account
- User and group document security
- Alerts and notices
- API
- Client Center
- ClientFlow
- ClientFlow reference guide
- Errors
- Adobe Reader 118 error when opening PDFs
- Cannot access Information field in FirmFlow; the field is not enabled
- Cannot Print to FileCabinet CS, only GoFileRoom or Onvio Documents
- Certificate or socket error on a Thomson Reuters site
- ClientFlow error
- Create an ODBC connection to a database
- Documents added via ClientFlow / NetClient integrated portal may display incorrect date
- Empty lookup list when printing to GoFileRoom
- Error loading main form: Root element is missing
- Error: (100) System Exception: Add failed. Duplicate key value supplied...
- Error: (100) System.Exception: System.Exception: Exception decrypting...
- Error: (123) Process Failed. GFR Error Code:-1...
- Error: (301) Error sending list xml...
- Error: (399 [08001]) Error in ProcessClientSync. System.Data.Odbc.OdbcException...SQL Server does not exist or access denied...
- Error: (399 [42000]) Error in ProcessClientSync. System.Data.Odbc.OdbcException... Cannot open database requested in login...
- Error: (399 [HY000]) Error in ProcessClientSync. System.Data.Odbc.OdbcException... ODBC--connection to 'GFR_DB_Lookup' failed...
- Error: (399 [HYT00]) Error in ProcessClientSync. System.Data.Odbc.OdbcException... Connection login timed out. at GFR_LookuplistSync.Database.Execute...
- Error: Add folder
- Error: An error has occurred. Please refresh your browser.
- Error: Can't add Outlook files via GoFileRoom Add-In
- Error: Cannot edit PDFs with Adobe Acrobat Add-In for GoFileRoom
- Error: Cannot edit Word or Excel documents with GoFileRoom Office Add-In
- Error: Cannot sign in to GoFileRoom
- Error: Document is encrypted. Cannot merge documents.
- Error: Documents opened in GoFileRoom in view mode open outside the browser window
- Error: General Network err (ScanFlow)
- Error: IMMprinttogfr.exe error: 0 occurred when trying to send the document to gfr at line 0.
- Error: Microsoft Excel is waiting for another application to complete an OLE action
- Error: Not able to upload documents
- Error: Not able to upload documents, please check your log file for error
- Error: The service you are trying to reach is unavailable
- Error: The value you are using is not found in the lookup list
- Error: There was an error processing folders. Check your email for error details
- Error: This login already exists, please enter a different login.
- Error: Unexpected error initializing the plugin
- Error: Windows cannot access the specified device
- Error: WorkFlow Tools has fired an exception
- Error: You are missing gfrCheckView.dll...
- Error: You are trying to merge a document with an invalid page count...
- Error: You cannot access from your location...
- Error: You have 10 days remaining on your license
- GoFileRoom Index Mapping
- Log in GoFileRoom failed
- There is a problem accessing the SQL server
- Troubleshoot Lookup List Sync errors
- Troubleshooting File Importer
- Unable to edit PPC documents that open in Microsoft Word
- Windows Installer Coordinator: Please wait while the application is preparing for its first use
- Events
- FirmFlow
- Enable SurePrep for GoFileRoom integration
- Examples of JSON queries for FirmFlow API
- FirmFlow API utility — configure FirmFlow workflows
- Office manager or Tax department manager set up
- Organize tax workpapers with SurePrep
- Prepare and print tax workpapers with SurePrep
- Set up SurePrep
- Set up the FirmFlow API
- Use the FirmFlow API service
- Add a single form / deliverable
- Add notes to a deliverable
- Append FirmFlow documents
- Bulk update a FirmFlow folder
- Cancel roll forward request
- Close and re-open FirmFlow notes
- Configure FirmFlow lists
- Configure workflow permissions
- Copy FirmFlow documents
- Create a bulk import spreadsheet with FirmFlow
- Create new drawers and indexes
- Custom information fields
- Customize FirmFlow report results
- Customize the FirmFlow My Work screen
- Customize the FirmFlow Reports search area
- Delete FirmFlow documents
- Delete FirmFlow notes
- Delete FirmFlow reports
- Delete workflow deliverables
- Delete workflows
- Deliverable event history feature
- Deliverables tab
- Edit FirmFlow notes
- Edit workflow steps
- Enable detailed FirmFlow routing notifications
- Enable FirmFlow reports to show inactive users
- Export and import a deliverables list
- Export FirmFlow documents
- Export FirmFlow reports
- Extend deliverables in a new workflow
- Extend deliverables in an existing workflow
- Extend the due date for multiple deliverables
- Extend workflow deliverables
- Filter FirmFlow notes
- Filter workflows to which you are assigned
- FirmFlow checklist guidelines
- FirmFlow for GoFileRoom
- FirmFlow notes
- FirmFlow report administration and security
- FirmFlow report fields glossary
- FirmFlow reports
- FirmFlow sample master deliverable files
- FirmFlow workflows
- Generate barcodes for FirmFlow documents
- Guidelines for bulk import of FirmFlow folders
- Import FirmFlow folders
- Mark workflow steps as complete during routing
- Merge FirmFlow documents
- Move deliverables to another workflow
- My Work screen
- Print workflow control sheets
- Reindex FirmFlow documents
- Reply to FirmFlow notes
- Reset the due date for deliverables
- Roll FirmFlow folders forward
- Roll forward summary reports
- Route a workflow for a FirmFlow folder
- Run FirmFlow reports
- Save the FirmFlow reports
- Select deliverables for a new extended workflow
- Understand how FirmFlow due dates are calculated
- Update a deliverables list
- Update the original due date for deliverables in existing workflows
- Work with documents within FirmFlow
- Work with FirmFlow delivery instructions
- Work with FirmFlow folders
- Workflow restore process
- Add a FirmFlow workflow
- Add deliverables to a workflow
- Configure FirmFlow checklists
- Create a new FirmFlow folder
- Create a new workflow in Manage FirmFlow
- FirmFlow Super User permissions
- FirmFlow workflow configuration
- General FirmFlow permissions
- Import a checklist from an Excel file
- Manually add values to a checklist
- Remove values from a checklist
- Update values in a checklist
- Get started
- Determine if a scanner is TWAIN-compliant
- Download and install licenses
- Email settings for firewall and spam filters
- Get started with GoFileRoom
- Install an emailed license disk
- Local installation limitations for CS Professional Suite
- PingPlotter installation and usage
- Process Monitor (ProcMon) installation and usage guide
- Set up GoFileRoom
- System requirements
- GoFileRoom implementation FAQs
- Integration
- Miscellaneous
- Availability of web-based applications and services
- Backup options
- Best practice methods for adding documents
- Bulk staff creation
- Data backup schedule and data retention policies
- Determine GoFileRoom drawer file size
- Guidelines for file sizes that can be uploaded
- Internal Network Document Migration Service steps
- Invalid special characters
- List of files used by GoFileRoom
- Request assistance with GoFileRoom Utilities from Technical Services
- Request document backups for GoFileRoom from Technical Services
- Request document migration services from Technical Services
- Request GoFileRoom/FirmFlow database updates from Technical Services
- Supported internet browsers
- Technical Services solutions by product
- Use GoFileRoom in Virtual Office CS
- Work with backups
- My Preferences
- Notifications
- Quicklaunch
- RecordsFlow
- About the Recycling Bin
- Archive or restore documents
- Create an automated purge policy to permanently deleted documents
- Create document retention policies
- Define dates in RecordsFlow
- Display RecordsFlow reports
- Preview and approve document policies
- RecordsFlow overview
- RecordsFlow reports
- Use Recycling Bin to manually and permanently delete a document from GoFileRoom
- Use Recycling Bin to restore documents deleted by GoFileRoom users
- Release notes
- Reports
- ScanFlow
- Error: Unexpected error invoking button IMM:GFRBarcodeScanNew
- Troubleshoot Upload Documents credentials error
- Troubleshoot Upload Documents service files in UploadDocuments folder but not in Process folder
- Troubleshoot Upload Documents service if Adobe Acrobat doesn't close properly
- Troubleshoot Upload Documents service if it can't communicate with the server
- Troubleshoot Upload Documents service if the workstation shuts down
- Troubleshoot Upload Documents service when there are no documents in the UploadDocuments folder
- Troubleshoot bookmark barcode errors in GoFileRoom
- Troubleshoot if Upload Documents service files are in both the UploadDocuments and Process folders
- Troubleshoot ScanFlow Scanned Status Alert emails and Upload Documents service errors
- Troubleshoot Upload Documents not running
- Upload Documents Service
- Determine the remaining number of ScanFlow pages and TaxSort documents
- Generate ScanFlow barcode cover sheets for GoFileRoom
- GoFileRoom ScanFlow (Part of the GoFileRoom Add-In)
- Locate and refresh your ScanFlow license for a new computer
- Maintain your scanner's performance
- Make changes to scanned documents before uploading to GoFileRoom
- Migrate ScanFlow to another computer
- Modify scanned documents before uploading them to GoFileRoom
- Print bookmark separators for GoFileRoom
- Scan documents into GoFileRoom with ScanFlow
- Searching
- Configure Document Search results list in GoFileRoom
- Configure results list columns for Classic search in GoFileRoom
- Find orphaned documents in GoFileRoom
- GoFileRoom Classic Search
- GoFileRoom Document Search
- Save Classic Search criteria in GoFileRoom
- Save Document Search criteria in GoFileRoom
- Search for documents in GoFileRoom
- Wildcards in searches and lookup lists in GoFileRoom
- Security
- Change your mobile device used for multi-factor authentication in GoFileRoom
- Disable multi-factor authentication for your GoFileRoom user account
- Enable multi-factor authentication for your GoFileRoom user account
- Generate a sign-in code for a GoFileRoom user who cannot access their mobile device for MFA
- Multi-factor authentication for GoFileRoom
- New sign in or sign in issues with GoFileRoom or Engagement Manager
- Prepare for a successful upgrade to the Thomson Reuters Account
- Recommended registry changes for TLS 1.2 for GoFileRoom
- Set up multi-factor authentication for GoFileRoom and Engagement Manager
- Set up multi-factor authentication for your user account in GoFileRoom
- Sign in to GoFileRoom without your mobile device
- Sign in with GoFileRoom MFA when your mobile device has no data connection
- TaxSort
- Check the status of source documents submitted for TaxSort processing in GoFileRoom
- Configure TaxSort bookmarks in GoFileRoom
- Forms supported by TaxSort
- Scanner settings for source documents in GoFileRoom
- Scanner settings to identify 1040 source documents in GoFileRoom TaxSort
- Submit GoFileRoom PDFs for TaxSort processing
- Use TaxSort in GoFileRoom
- Work with documents
- Add a document from your computer to GoFileRoom
- Add a lookup list entry
- Add Outlook emails to GoFileRoom
- Add Word or Excel documents to GoFileRoom
- Assign or modify group permissions
- Attach GoFileRoom documents to an outgoing Outlook email message
- Auto re-indexing overview
- Delete documents in GoFileRoom
- Digital signatures
- Edit GoFileRoom documents in Microsoft Word or Excel
- Edit GoFileRoom documents offline
- Edit Microsoft Word and Excel files
- Edit non-Word/Excel/PDF files from within GoFileRoom
- Edit previous versions of Word or Excel documents
- Email documents from the search results in GoFileRoom
- Export documents from GoFileRoom
- Export search results
- Index and re-index your GoFileRoom documents
- Link Microsoft Excel spreadsheets in GoFileRoom
- Make a checked out document available again in GoFileRoom
- Migrate documents between GoFileRoom drawers or databases
- Migrate documents from CCH Axcess Document to GoFileRoom
- Migrate documents from Prosystem fx Document to GoFileRoom
- Migrate documents from your network storage to GoFileRoom
- Move documents between drawers in GoFileRoom
- Open email messages in GoFileRoom
- Other third-party program to GoFileRoom
- Print documents to GoFileRoom
- Redact Social Security numbers in GoFileRoom
- Request document migration services from Technical Services
- Restore an old version of a document in GoFileRoom
- Search screen, Add screen, and Administration section Lookup List differences
- Self-service document restoration
- Send documents to GoFileRoom from Windows Explorer
- Store outgoing email messages in GoFileRoom
- Update old Word or Excel formats
- Use Add File Link documents
- Use Add to GoFileRoom button to store received Outlook email messages
- Use FileCabinet CS Document Migration Service to migrate documents to GoFileRoom
- Version control
- Work with PDF files
- Add PDF from Acrobat Reader to GoFileRoom
- Add scanned pages to a PDF in GoFileRoom
- Annotations in GoFileRoom PDF documents
- Completed fillable PDF forms appear blank - Portfolio PDF Documents
- Digitally sign documents from GoFileRoom
- Error: Document is encrypted. Cannot merge documents.
- Merge PDFs with Adobe Acrobat Pro and GoFileRoom
- Modify PDFs with Adobe Acrobat and GoFileRoom
- Scan documents into GoFileRoom from Acrobat
- TaxTools menu in Adobe Acrobat