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Add-ins

File Importer Service

The File Importer Service can automatically upload and index network files into GoFileRoom. It is a Visual Basic (VB) script that uses criteria, like the file name, file type, or folder name to organize them in GoFileRoom correctly. For example, you can have tax returns that were created in another program and saved as PDF files to a specific network location with a specific naming convention get automatically uploaded to the proper client drawers. You can also do database lookups using this service.
You can also use this service to upload and properly file existing files or as they are created in the network location.
The following are the standard installation and configuration instructions, which includes multiple parts. If you'd prefer our Technical Services team to install and configure this service for you, contact your Sales Representative. Our Technical Services team can also customize your configuration to allow the service to upload and index additional file types.

Configure the network file location

You'll first need to create a location on your network where GoFileRoom can temporarily sort PDF copies of tax returns that'll be imported into GoFileRoom.
  1. On your network, create a folder that will be easy to recognize, such as
    GFR_FILE_IMPORTER
    .
  2. Right-click on the folder and choose
    Properties
    .
  3. Go to the Sharing tab, and select
    Advanced Sharing
    .
  4. Mark the
    Share this folder
     checkbox, then select
    Permissions
    .
  5. Make sure this folder is shared and
    Full Control
     is marked in the Allow column for the
    Everyone
     group.
  6. Select OK twice to save and close the windows.
  7. Take note of the network path from the Sharing tab. You'll need to enter it when you install the utility.

Install the File Importer Service Utility

  1. Download the File_Importer.zip file.
  2. Save and extract the files to an easy-to-find location.
  3. Double-click the
    GoFileRoom_FileImportUtility.msi
     file, and follow the prompts in the installation wizard.
  4. Close the File Import Configuration dialog that opens automatically.
  5. Select
    Finish
    .
  6. Go to the location where you saved the extracted files, and copy the
    .vbs
     script file that corresponds to the tax program your firm uses. For example, with UltraTax CS, go to the extracted folder named
    UltraTaxCS
     and copy the
    script_tax.vbs
     file.
  7. Go to
    C:\Program Files (x86)\GoFileRoom\GFRFileImporter
     folder, and paste the
    .vbs
     file there.
  8. Right-click the
    GFRFileImporterConfiguration.exe
     file and choose
    Run as administrator
    .
  9. On the
    General
     tab of this window, enter the following:
    1. Your fir's upload account in
      GFR User ID.
    2. The password for your firm’s upload account in
      GFR Password
      .
    3. The schedule for how often you want the utility to run in military time. We recommend running it every 30 minutes between 6:00 AM and 11:00 PM. So you would enter
      0600
       in
      Start
      ,
      0030
       in
      Interval
      , and
      2300
       in
      End
      .
  10. Move to the Folders tab and enter the following:
    1. Enter the path to the shared network folder you created in the previous steps in the
      Folder
       field. Mark the sub Folder checkbox if there are subfolders.
    2. Enter
      0000000001
       in
      GFR Drawer ID
      .
    3. Enter
      1
       in
      GFR Cabinet ID
      .
    4. Enter the name of the .vbs file you added in step 6 in the
      Script File Name
      .
    5. Choose DELETE in
      Done Action
      .
    6. Choose RENAME in
      Error Action
      .
    7. Enter
      _
       in the
      Delimeter
       field (a single underscore).
    8. Select
      Add
       to add it to the list.
  11. Leave the Exclude tab blank.
  12. Go to the Email tab and enter the following:
    1. Select Errors only in the
      Level
       field.
    2. Enter the email you'd like to receive notification if an error occurs in the File Importer utility. You can enter multiple by using a semicolon to separate them.
    3. Leave no-reply@thomsonreuters.com in the
      Immediatech Support eMail
       field.
    4. Leave the
      Login ID
       and
      Password
       fields blank.
  13. Leave the Database tab blank.
  14. Select
    Apply
     and
    Save.

Install and configure the service

  1. Go to the files you extracted earlier, right-click the
    srvinstw.exe
     file, and select
    Run as administrator
    .
  2. Follow the prompts in the installation wizard.
    1. Select the
      Install a service
       option, then select
      Next
      .
    2. Select the
      Local Machine
       option, then select
      Next
      .
    3. Enter
      GFR_File_Importer
       as the service name, then select
      Next
      .
    4. Select
      Browse
       and go to
      C:\Program Files (x86)\GoFileRoom\GFRFileImporter\
      . Choose
      GFRFileImporterService.exe
      , select
      Open
      , then
      Next
      .
    5. Select the
      Service is its own process
       option, then select
      Next
      .
    6. Select the
      System Account
       option (unless the firm requires other credentials like Domain Administrator).
    7. Mark the
      Allow Service interact with Desktop
       checkbox, then select
      Next
      .
    8. Select the
      Automatic
       option, select
      Next
      , then select
      Finish
      .
    9. Select
      OK
      .
  3. After the service is installed, select the Windows Start button, select the
    Run
     link, and enter
    services.msc
     in the
    Run
     window.
  4. In the
    Services
     window, right-click the new
    GFR_File_Importer
     service and select
    Properties
    .
  5. Select the
    Recovery
     tab and select
    Restart the Service
     for the three failure fields.
  6. Select
    Apply
    , select
    OK
    , and restart the service.

This article applies to:

  • Product: GoFileRoom
  • Subject: Add-in

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