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Permissions

Use the viewer

Select a document in your search results to open a read-only copy in the GoFileRoom viewer.
note
This is commonly referred to as view mode. In Google Chrome, all documents are automatically converted to PDF format in view mode.

Viewer toolbar features

  • Show/Hide indexes
    : Select the
    Show/Hide Indexes
     control bar to view or edit indexes.
  • Back
    : Select Back to previous screen to go back to the previous screen.
  • Add notes
    : Select
    Notes
     to add notes to any document in ready-only mode. When notes have been saved to the current document,
    Notes
     displays in red.
  • Edit the current document
    : Select
    Edit
     to check out and edit a local copy of the current document in it's native application.
  • Show document history
    : Select
    History
     to view the complete audit history of the current document.
  • EFax the current document
    : Select
    Email
     and choose
    EFax
     from the dropdown to fax the current document.
  • Email the current document from GoFileRoom
    : Select
    Email
     and choose
    GFR Email from the dropdown to email the current document using the GoFileRoom email features.
  • Email a link to the current document with Outlook
    : Select
    Email
     and choose
    Outlook Link
     from the dropdown to copy a link to the current document into an Outlook email message.
  • Email the current document as an Outlook attachment
    : Select
    Email
     and choose
    Outlook Attachment
     from the dropdown to email the current document as an Outlook attachment.
  • Publish the current document to a client portal
    : If you have ClientFlow and are a member of the designated Publishers group, you can select
    Publish
     to publish the current document to a client portal.
  • Delete the current document
    : Select
    Delete
     to delete the current document.

This article applies to:

  • PRODUCT: GoFileRoom
  • Subject: setup

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