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Administration

Assign ClientFlow publishing permissions

You need to assign publishing permissions in GoFildeRoom to allow members of your firm to share documents with clients through ClientFlow.
You'll also need to configure mapping settings for NetClient CS to specify a GoFileRoom drawer and default index values for documents that clients upload.
  1. Select
    Administration
    , then select
    Manage Users & Groups
    .
  2. Select the
    Groups
     tab.
  3. In the
    Select Group
     field, select
    New Group
     and then enter a name in the
    Group Name
     field. For example, "CF-Publishers".
  4. In the
    Comments
     field, enter a brief description for the new group (for example, "ClientFlow permission group").
  5. In the Users section, select users for the group and select the arrow to move users to the Group Members section.
    tip
    Hold the Ctrl or Shift key on your keyboard to select multiple users at the same time.
  6. Select
    Save
    .
  7. Select
    Administration
    , then select
    Manage Configurations
    .
  8. Select the
    ClientFlow
     tab.
  9. In the Group of ClientFlow publishers list, select the name of the group you just created.
  10. In the
    Client support
     email field, enter your firm's support email address.
  11. In the NetClient Mapping section, select ClientFlow for the File Section and Uploaded Document for the Document Type.
  12. Optional: Select the
    Automatically Publish Uploaded Documents
     checkbox to enable your clients to view the documents they upload to ClientFlow.

This article applies to:

  • Product: GoFileRoom
  • Subject: Integration

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