Use the viewer

Select a document in your search results to open a read-only copy in the GoFileRoom viewer.

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.

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