Release notes

GoFileRoom 23 June, 2025 release notes

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Enhanced Large Excel File Preview Experience

We have improved the preview experience for large Microsoft Excel files. Now, when opening large Excel documents, you will receive clear alerts if there are any processing delays. Additionally, we have enhanced stability to prevent the application from becoming unresponsive during previews.

Improved SurePrep Integration for a Smoother Busy Season

We’ve made behind-the-scenes enhancements to ensure a more reliable and seamless connection between GoFileRoom and SurePrep—especially during your busiest times. These improvements mean you can count on a smoother experience and fewer interruptions when it matters most.

Client Lookup Search Optimization

We have resolved an issue where trailing spaces in client number/name lookup values on the
Add Documents
 screen hindered GoFileRoom's ability to search for associated workflows. The application now prevents the addition of trailing spaces, ensuring accurate and efficient searches.[

Improved Workflow Routing Accuracy

Addressed a problem where skipping steps led to incorrect group assignments in Workflow routing. The GoFileRoom application now refreshes the 'Assigned to Group' field, ensuring it clears previous values and correctly reflects the next step's responsible user/group.

Reports

We have introduced detailed visibility controls in the Security Report for GoFileRoom Administrators. The report will now display the reports the user has access to. Empowering admins to manage report access, ensuring that staff visibility is appropriate to their roles and managerial levels.

Portal Administration

Refinements were made to ensure administrative tasks properly saved and are carried out smoothly. We addressed a problem where leaving the ClientFlow or Client Center tab, without saving changes, the application didn’t prompt you to save your edits. With these changes, you will now receive save prompts to ensure data accuracy and all edits made are retained.

Automation and APIs

New FirmFlow Endpoint
  • A new endpoint has been implemented to fetch the list of service types that are available within a firm's drawer.
  • Refinements to the FirmFlow TrackingReportByDeliverable API:
     With improvements to the TrackingReportByDeliverable API Endpoint, users can now receive accurate AssignedOn and LastUpdated properties, ensuring reliable workflow reporting and consistent data integrity.
GoFileRoom User Login Rights API:
  • The Get User Login Rights API endpoint has been enhanced, enabling user-level permissions to override group-level permissions. This update provides greater flexibility and accuracy in managing individual user access.

This article applies to:

  • PRODUCT: Cloud Audit Suite