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Use

Scan documents into GoFileRoom with ScanFlow

If you have ScanFlow enabled you can use it to scan documents into GoFileRoom.
note
  • GoFileRoom stores documents that you scan as black and white documents
  • A single document, such as a tax return, can have many pages.
  1. Select the
    Add Documents
     link in the GoFileRoom toolbar.
  2. In the Add Documents screen, enter index values and generate a barcode cover sheet and bookmark separator sheets (optional) for each document you will scan.
    important
    • If you're submitting tax workpapers for SurePrep processing, you need to choose
      SurePrep Source Documents
       as the document type when entering index values. We also recommend adding a description to identify the document as a SurePrep document.
  3. Place barcode cover sheets in front of each document you'll scan and include any bookmark separator sheets.
    You can place a TaxSort bookmark separator sheet in front of any document (after the barcode cover sheet) that you'd like to designate for the TaxSort identification and bookmark process. You can also submit PDFs for TaxSort processing after they have been stored in GoFileRoom.
  4. Place the documents you want to scan in your scanner's document feeder.
  5. Open Adobe Acrobat and select
    GoFileRoom Batch Scan
     GoFileRoom batch scan.
    If you use Adobe Acrobat DC or higher, the ScanFlow options are in the Tools pane.
  6. If asked, sign in to GoFileRoom.
  7. Select a scanner driver, then use
    Select
     to open your scanner application.
  8. If you need to, change any options and settings.
    We suggest a scanning resolution of 300 DPI.
  9. Select
    Scan
     to begin scanning the documents to Adobe Acrobat.
  10. Check the pages in Adobe Acrobat to confirm page count, page orientation, etc. If you make any changes, select
    File
     then
    Save As
     to save your edits.
  11. Before you upload the scan to GoFileRoom, you can perform additional tasks such as adding or deleting documents or document pages, moving pages, separating a unrecognized barcode, or rotating pages. For details, go to Make changes to scanned documents before uploading to GoFileRoom.
  12. Select
    Upload Batch to GoFileRoom
     Upload batch to GoFileRoom.
  13. Verify the page count and select
    OK
    .
  14. Close Adobe Acrobat after the upload finishes.

This article applies to:

  • Product: GoFileRoom
  • Subject: Documents

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