Publish documents
Document Search
You can publish documents to client portals using the Document Search:
- Select the checkbox for the documents you want to publish, right-click it, then selectPublish Documents.
In the Document Search screen, a checkmark is displayed in the Published column for documents that have been published.
You can select which columns to display by selecting
Settings
, then Preferences
. Or you can drag and drop each column header to its location.When clients publish documents to the firm using their NetClient CS portal, the document immediately uploads to GoFileRoom through the Clients drawer to the firm's mapped ClientFlow configuration. The suggested mapping is ClientFlow as the file section, with
Uploaded Documents
as the document type.GoFileRoom viewer
You can also publish documents from the GoFileRoom viewer.
To access the GoFileRoom viewer, select a document in the
Classic Search
screen, or select Preview
next to a document in the Document Search
screen.In the GoFileRoom viewer, you can select 
Publish
to publish the document.ClientFlow reports
The ClientFlow User Mapping report lists all ClientFlow users, along with their email addresses and related clients.
The Login History report gives details about each time a user signs in to GoFileRoom. You can use this report to see which ClientFlow users have signed in at a given time.
The Document Tracking report includes information on either documents that were published or documents that were unpublished, depending on which option you select.
note
- To remove documents from a client’s portal, the firm needs to unpublish them.
- Clients can't edit documents published by your firm or delete documents from their portals.
