Legal
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Questions? We are here to help
News & Media
Recommended Products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended Products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
Work with documents and online review
Annotate documents
PDF documents can be annotated using the following Adobe features in GoFileRoom:
Adobe Feature | Description |
|---|---|
Notes Feature | You can type in notes specific to page. |
Pencil Feature | You can use this feature to circle or mark figures. |
Highlighter | Enables you to highlight questionable figures. |
Tick marks/Stamp | You can use this feature to indicate approved or completed items. |
Comment Feature | You will be allowed to see listings of annotations in documents. This is useful for jumping to a specific annotation. |
note
GoFileRoom offers extensive Adobe Online Review training.
Annotations on the document
Annotations are not permanent on a PDF document; they are a part of your file, but can be removed from the document. It is recommended that you use annotations when the comment needs to be part of the permanent file.
Before printing the document to paper, determine whether annotations are desired on the paper copy. Comments and annotations can be filtered out of the print job.
note
You will be prompted to save annotations during closing of the document, or they will be automatically saved during synchronization in GoFileRoom. You are permitted to delete your own annotations.
Store review and permanent notes
With FirmFlow, the notes tab may be used to store review and permanent notes. These notes can be maintained and marked as closed. When the workflow is routed to the completed step, it is recommended to have the Review Notes automatically deleted by GoFileRoom.
If you are not using FirmFlow, it is recommended to use a Word document to store review and permanent notes.
Remove review and permanent notes
If you are using FirmFlow, notes can be manually deleted from the notes tab by users with delete privileges, or FirmFlow may be configured to delete them automatically when the Workflow is marked completed or rolled forward.
If you are not using FirmFlow, the Word document (containing review and permanent notes) can be deleted upon completion of a Tax Return.
note
The user must have delete privileges or route the document to an administrator for deletion.
Turn off annotations when printing
Yes, before selecting print, set the properties of the print dialogue box to only print the document. Annotations can be turned on or off during printing from the dropdown list in the print dialog box.