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 theShow/Hide Indexescontrol bar to view or edit indexes.
- Back: Select
to go back to the previous screen. - Add notes: SelectNotesto add notes to any document in ready-only mode. When notes have been saved to the current document,Notesdisplays in red.
- Edit the current document: SelectEditto check out and edit a local copy of the current document in it's native application.
- Show document history: SelectHistoryto view the complete audit history of the current document.
- EFax the current document: SelectEmailand chooseEFaxfrom the dropdown to fax the current document.
- Email the current document from GoFileRoom: SelectEmailand chooseGFR Email from the dropdown to email the current document using the GoFileRoom email features.
- Email a link to the current document with Outlook: SelectEmailand chooseOutlook Linkfrom the dropdown to copy a link to the current document into an Outlook email message.
- Email the current document as an Outlook attachment: SelectEmailand chooseOutlook Attachmentfrom 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 selectPublishto publish the current document to a client portal.
- Delete the current document: SelectDeleteto delete the current document.