April 28, 2025 release notes

General

Reduced time required for adding new users or modifying existing ones. This addresses the wait message often displayed.
Enhanced responsiveness when updating columns through the
Document Search Preferences
.
Faster response times when opening the Home Screen's
My Recent Documents
.
Improved browser load times in FirmFlow when accessing clients with a large number of workflows.

Recycle and policy management: We improved the approval process to ensure that only active administrators and record managers appear on the approvers list.
Manage Users & Groups
- screen refresh: We fixed a user interface refresh issue where the Group name didn’t update properly after changes were made or when selecting another group from the dropdown menu.
Resolved an issue where this false error message appeared when adding a new user to the interface:
This login already exists
Groups
, user document security: We addressed a user interface refresh issue where the
User Document Security
screen didn’t update correctly to reflect the selected user in the list.
Resolved an issue where, under specific conditions, attempting to make changes to
User service accounts
resulted in an error message:
Invalid value entered, please enter a value between 1 and 999.
The displayed number of user licenses consumed by active users was not accurately accounted for in situations where new Users were created by way of an API. The counts are now accurate and true to the active users using the application.
Policy management: We corrected an issue in Policy Management to ensure that records manager approvers receive notification emails when attempting to modify or delete existing policies.
Active and inactive users: We resolved an issue with the UI display refresh, where the list didn't update correctly to reflect status changes after marking or clearing the
Disable user
checkbox. Now, the list refreshes accurately to show these changes.

Email document link with Microsoft Outlook: We addressed an issue when attempting to right-click, then select
Email Documents Using Outlook – Link
. Previously, the recipient may have experienced a blank screen when selecting the link generated by GoFileRoom.
Both the
Copy Hyperlink to Clipboard
and
Email Document using Outlook – Link
features resulted in the recipient losing access to the GoFileRoom menu bar and with no options available to get it back. This update addresses this issue and lets the user continue operating in the application.

We fixed an issue in the
Home
,
My Recent Documents
area where selecting the
Export
button multiple times caused an error message:
There are no documents available.
This issue is now resolved.
When selecting a collection of documents to
Export
in the
Document Search
screen, it was possible that the ZIP file generated didn’t contain a complete list of all selections made. We identified and resolved this issue assuring that when multiple documents are exported, you always get the exact number of items.

You may have noticed that when adding annotations, comments, and other edits in preview mode, the
Comments
sidebar could generate duplicate entries and the number of comments compounded as additional edits were performed. This feature is now working as expected.
It is possible to delete existing annotations.
In certain conditions, the page number displayed on Microsoft Word documents was incorrect when reviewing in the View mode. Inserting Word page number variables now accurately match GoFileRoom’s View mode.

It is now possible to delete up to 100 documents in
Document Search
. We discovered and corrected an issue that prevented more than 21 documents from being deleted from the
Document Search
, both the
Index Search
and
Document Explorer
tabs exhibited this behavior.

FirmFlow

Better error explanation: Validation reports now displaying the error message alongside the field with invalid data, improving clarity from previous messages like:
No Responsibility user or group found, Invalid User/Group for Workflow Step.
Resolved the following import error message:
Please provide a valid service type.
PIC field handling: The PIC field can now be intentionally left blank during import without removing existing content, preserving data integrity.
Non-client drawer import issue: We've resolved an issue preventing bulk imports on
Non-Client
drawers.
Assigned By
field update: Workflows created through bulk import now correctly update the
Assigned By
field to match the application's display.
Information fields: The workflow’s
Information
tab and respective fields are now updated as expected.
Report loading issue: An issue causing the
Bulk Import Template
by Workflow report to display blank has been fixed.

Client Center

API’s and Automation

A GoFileRoom FirmFlow endpoint was created that provides the ability to get the routing history of multiple workflows at the same time - v1/workflow/RoutingHistoryByFilingIds
Two new GoFileRoom endpoints were created to better administer multiple users and groups at once
v1/administration/group/users – Add single or multiple users to a group
v1/administration/group/removeusers – Remove single or multiple users from a group

v3/firmflowreports/TrackingReportByWorkflow
Will now accept single values for DaysAtStep, TotalDaysAtStep, DaysBetweenRoutings, and TotalDaysInProcess
priorFilingId has been added to the response body
v2/Route
Resolved an issue where routing was impacting multiple steps instead of a single step
V1/documents
Resolved an issue that allowed documents to be uploaded when the Client Name was not associated with the client number