GoFileRoom implementation FAQs

Add documents

Store electronic workpaper documents, such as Word or Excel files

When storing electronic documents in GoFileRoom (Word or Excel), it is recommended to maintain them in their native format. Using the GoFileRoom Office Integration feature you can maintain versions of the document. By storing Word/Excel documents directly in GoFileRoom you can maintain scanned images, electronic documents, etc. in one central repository.
To store the final archive of the Word/Excel document, create a PDF version of the document using the Print to GoFileRoom driver.
For non-Office documents, there are many options.

Add File Link

GoFileRoom provides a service called Add File Link. With this service, users can link to documents stored on the firm's common network drive.
note
Documents linked to GoFileRoom do not follow Record Retention policy and if users 'link' to files on their workstation hard drives, others will not have access via GoFileRoom.

Control Panel Profiles

It's quick and easy to create a ControlPanel profile and add the shortcut to your desktop, allowing you to drag and drop files to the shortcut and upload them to GoFileRoom. Each ControlPanel profile contains a drawer and index information.
To add a profile:
  1. Select the Windows Start button, then select
    All Programs
    ,
    GoFileRoom
    ,
    GoFileRoom ControlPanel
    .
  2. In the
    ControlPanel
     window, select the
    New Profile
     button. GoFileRoom creates a temporary profile named [NEW PROFILE].
  3. Select a drawer from the
    Drawer
     dropdown list.
  4. Enter or select indexes for the profile from the remaining fields in the
    ControlPanel
     window.
  5. Save changes by selecting the
    Save Profile
     button.
To create a profile shortcut on your desktop, select the
Create Desktop Shortcut
 button. A window will open to confirm that a profile shortcut was successfully created.
Using this method also allows you to view documents filed under the same index as the profile created, and for direct integration with Microsoft Outlook.

Print to GoFileRoom

Once you have installed the GoFileRoom print driver, you can print text-searchable PDFs directly to GoFileRoom.
Blue and white index fields
Blue fields indicate required fields. White fields indicate optional fields. Selection of files section and document types will automatically change required fields to that value.
note
In order to add documents to GoFileRoom, all required fields should be entered.