Use GoFileRoom in Virtual Office CS

Firms licensed for both GoFileRoom and Virtual Office CS can access and use GoFileRoom on Virtual Office CS. With the Virtual Office CS dashboard, you can conveniently open a GoFileRoom browser directly from the Virtual Office workspace.

Available functionalities

You can perform the following actions when you are working in GoFileRoom within Virtual Office CS.
  • View and edit Microsoft Excel and Word files.
  • View PDFs, PowerPoint files, Outlook messages, text documents, .html, .xml, and image files.
  • Email documents using the GoFileRoom option.
  • Lookup List Sync with Practice CS is available.

Current limitations

  • Edit PDF documents. Use Adobe Acrobat Reader in Virtual Office CS to view PDFs. To apply edits or modify PDFs, such as making annotations, perform these actions locally with an installed and supported version of Adobe Acrobat Professional or Standard.
  • Scan documents using the full version of Adobe Acrobat.
  • Access and use the GoFileRoom ControlPanel or GoFileRoom QuickLaunch.

Enable GoFileRoom in Virtual Office CS

NetStaff Administrators can enable a GoFileRoom shortcut in the Virtual Office CS environment for NetStaff users.
Follow these steps to enable the GoFileRoom browser for a NetStaff account.
  1. Sign in to Virtual Office CS as a NetStaff Administrator.
  2. Select
    Admin
    .
  3. Select either
    Users
    or
    Groups
    .
  4. Select a user or group, and then locate the Permissions section.
  5. Select
    Enable
    for Virtual Office CS.
  6. Mark the checkbox for GoFileRoom.
  7. When the NetStaff user logs into Virtual Office CS, they can select the GoFileRoom icon to open the application from within Virtual Office CS.

Scan functionality

While working in GoFileRoom within Virtual Office CS, you won’t be able to use ScanFlow to scan documents within Adobe.
We suggest using your local version of GoFileRoom, if you want to use ScanFlow.

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