Setup

Use the following instructions to configure workstations prior to launching AdvanceFlow. Completing these steps ensures optimal performance for your application.

If you experience issues in AdvanceFlow, complete this setup to ensure that all settings are configured correctly. In some instances, Microsoft Office updates, internet browser updates, and a reset of your internet browser can cause settings to be removed.

If you're still experiencing issues after completing these steps, the Troubleshoot common workstation issues article provides answers to common issues that you may encounter in AdvanceFlow.

Configure your internet options

You'll need to set up the following internet options for

AdvanceFlow

to work properly.

Select the search icon next to the Windows Start button and enter Internet Options
.

Select Internet options
from the menu.

Go to the General
tab:

Select Settings
from the Browsing history
section.

On the Temporary Internet Files
tab:

Select Every time I visit the webpage
, then OK
.

Select Delete
from the Browsing history section.

Mark the Temporary Internet Files and website files
and Cookies and website data
checkboxes and clear every other option.

Select Delete
.

Go to the Security
tab:

Select Trusted sites
, then select Sites
.

Clear the Require server verification (https:) for all sites in this zone
checkbox.

In the Add this web site to the zone
field, enter *.thomsonreuters.com
,

*.advanceflow.com
, *.onvio.us
and *.gofileroom.com

, then select Add
.

Re-mark the Require server verification (https:) for all sites in this zone
, then select Close
.

Select Custom level
.

In the Reset custom settings
drop-down list, select Low
, then Reset
.

In the Settings
list, enable Display mixed content
, then select OK
.

Go to the Advanced
tab:

Mark the Use TLS 1.2
checkbox.

Select Apply
, then OK
.

Set up Google Chrome

To access GoFileRoom, AdvanceFlow and Checkpoint Engage, each user's workstation must first be configured prior to their first sign in. AdvanceFlow is not supported on Microsoft Edge. We recommend that you use Google Chrome.

Before you open AdvanceFlow with Google Chrome you need to configure the browser. AdvanceFlow uses notifications, pop-ups and redirects that Chrome can block automatically.

Open Google Chrome.

Select

to open the Chrome menu, then choose Settings
.

Open Privacy and security
, then select Site Settings
.

You can allow:

Notifications from [*.]advanceflow.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This enables notifications to pop up when the user’s sign-in session is about to time out.

Additional permissions: Automatic downloads from [*.]advanceflow.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This helps when viewing and editing documents.

Pop-ups and redirects from [*.]advanceflow.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This allows files to be opened from AdvanceFlow.

AdvanceFlow with Microsoft Edge

Use these steps to set up Microsoft Edge for AdvanceFlow.

important

We do not support using Microsoft Edge with AdvanceFlow. At this time, there is no
internal testing in the Microsoft Edge browser or any guarantee that all functionalities will work in the Edge browser. We recommend that you use Chrome as the default internet browser on your workstation.

Open Microsoft Edge.

Select

to open the browser menu and choose Settings
.

Select Cookies and site permissions
, then Manage and delete cookies and site data
.

In the Allow section, select Add
.

Enter each site and use Add
to save:

[*.]advanceflow.com

[*.]onvio.us

[*.]gofileroom.com

Select Cookies and data stored
to go back to the previous screen, then Notifications
.

In the Allow section, select Add
.

Enter [*.]advanceflow.com and select Add
.

Select Site permissions
to go back to the previous screen, then Pop-ups and redirects
.

In the Allow section, select Add
.

Enter each site and use Add
to save:

[*.]advanceflow.com

[*.]onvio.us

[*.]gofileroom.com

Install GoFileRoom Add-In

If you have administrative privileges, you can follow these steps to install the GoFileRoom Add-In.

important

Prior to installing the latest GoFileRoom Add-In, verify that the prior version has been uninstalled. GoFileRoom functionality may be hindered if multiple versions of the Add-In are installed on the same machine.

Microsoft .NET 4.0 Framework (or higher) must be installed on your machine to use the GoFileRoom Add-In.

To install the GoFileRoom Add-In:

If .NET 4.0 Framework (or higher) is not installed, download and install Microsoft .NET 4.0 from the Microsoft website.

Select your name on any GoFileRoom screen, then select GoFileRoom Add-In
from the dropdown list.

After it downloads, right-click the GoFileRoom-Add-In.exe
file, then select Run as administrator
.

The InstallShield Wizard will guide you through the remainder of the installation process. Select Finish
to complete the installation. Select Yes
to restart your computer.

(Optional) The GoFileRoom Add-In lets you make a customized installation and control what components are going to be installed. While it’s recommended to perform a Complete installation, the Custom install is available for certain situations.

note

The InstallShield Wizard provides you with the option to install all the components of the GoFileRoom Add-In at once, or to choose which components to install.

Terminal Server Add-In installations are required to be run at the console as an Administrator.

These are the commonly-used features of the GoFileRoom Add-In:

Adobe Acrobat integrates GoFileRoom and Adobe functionality.

ControlPanel simplifies uploading and managing your files in GoFileRoom.

Microsoft Office integrates GoFileRoom and Microsoft Word and Excel functionality.

QuickLaunch lets you quickly launch and use GoFileRoom without having to sign in each time.

If licensed, ScanFlow fully integrates with GoFileRoom. ScanFlow leverages 100% accurate barcode and indexing features to scan large batches of documents quickly and accurately.

note

GoFileRoom supports the current and one prior version of the Add-In. If your firm experiences any issues, make sure your users have the latest version of the Add-In installed.

There are 2 alternatives to perform the installation in silent mode:

Use Group Policy to deploy Add-in updates using MSI.

Silent mode using the EXE package.

Related links

Set up GoFileRoom

Set up AdvanceFlow

Install AdvanceFlow Add-ins

Install the AdvanceFlow Add-in to use the functions that integrate with Microsoft Office applications.

note

We support the current and one prior version of the client add-in. If your firm experiences any issues, make sure you have the latest version of the client add-in installed.

Find which version of Word or Excel you have installed:

Open either Microsoft Excel or Word.

Select File
and choose Account
.

Select About Excel
or About Word
.

Note if the version is 32-bit or 64-bit.

Open AdvanceFlow.

Select

Setup
, then Downloads
.

In the Add-Ins section of the Downloads screen, choose the Office Client Add-In with the version that matches your installed version.

For 32-bit, select and download Office Client Add-In XX.X (32-bit)

For 64-bit, select and download Office Client Add-In XX.X (64-bit)

Run the installation file.

If you receive an error that the Visual Studio 2010 Tools for Office Runtime is not installed, download and install it component from the Microsoft Download Center for Visual Studio Tools 2010

Choose your region in the End-User License Agreement:

Select Americas
for the U.S.

Select EMEA
for the U.K.

By choosing the wrong region, then you cannot sign in with your username and password properly from the add-in. There is also a server.config file at

C:\program files\thomsonreuters\advanceflow\office

that will either say UKPROD or PROD.

Internal use only

The AdvanceFlow Add-Ins can be downloaded from the following locations if there is not anyone available at the firm with permissions to access Administration, then Downloads.

64-bit-Office:

https://www.advanceflow.com/angular/assets/downloads/AdvanceFlowClient64.msi

32-bit-Office:

https://www.advanceflow.com/angular/assets/downloads/AdvanceFlowClient.msi

Install the AdvanceFlow Link

The purpose of the AdvanceFlow Link is to interact with other applications installed on your local computer. This includes:

Signing into the AdvanceFlow Client Office Addins seamlessly when signing into AdvanceFlow.

Launching the SMART Practice Aids application to set up a new engagement, edit an existing engagement, or edit a smart document.

Opening a new Outlook message if you are right-clicking on a document and choosing to email via Outlook.

Choosing Add Workpaper
from Checkpoint Engage, when you subscribe to the desktop version of Checkpoint Tools, or rolling forward Checkpoint Tools documents using the desktop version.

To install the AdvanceFlow Link:

Open AdvanceFlow.

Select

Setup
and select Downloads
.

Select AdvanceFlow Link
and download the installation file.

Select the installation file to run it and follow the steps in the wizard to install the AdvanceFlow Link.

note

When signing into AdvanceFlow, or performing any of the actions in the application, you may receive a security prompt from your web browser asking permission to Open AdvanceFlowLink
. You should mark the Always allow demo.advanceflow.com to open links of this type in the associated app
checkbox, which will prevent you from seeing this dialog on a regular basis. None of the functionalities will work if you ignore or cancel the dialog.

Internal use only

A computer tech can add a registry entry to prevent these prompts from appearing. We do not want to provide this to the average user because it may overwrite other similar existing registry entries with a similar purpose. For example, preventing this message from appearing when launching Citrix from VO, or preventing this message when editing a GoFileRoom document for GoFileRoom Link.

The registry entry should look something like this:

Windows Registry Editor Version 5.00

[HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Google\Chrome]

"AutoLaunchProtocolsFromOrigins"="[{\"allowed_origins\":[\"advanceflow.com\"],\"protocol\":\"advanceflow\"}]"

Install the Dynamic Web TWAIN scanner

install the Dynamic Web TWAIN to scan workpapers into an engagement binder.

Open AdvanceFlow.

Select

Setup
and select Downloads
.

Select Dynamic Web TWAIN
and download the installation file.

Select the installation file to run it and follow the steps in the wizard to install the tool.

On the Optional addon features for Web TWAIN SDK screen, leave the fields blank and select Skip
.

This article applies to:

Product: AdvanceFlow
Subject: Setup

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Free trials & demos

Setup

Configure your internet options

Set up Google Chrome

AdvanceFlow with Microsoft Edge

Install GoFileRoom Add-In

Install AdvanceFlow Add-ins

Install the AdvanceFlow Link

Install the Dynamic Web TWAIN scanner

This article applies to: