Configure TaxSort bookmarks in GoFileRoom
If you have administrative permissions, you can configure the bookmark categories used to organize source documents processed with TaxSort.
note
You can't change the page names for bookmarks. They are defined automatically based on the document types that TaxSort Recognizes.
- In GoFileRoom, selectAdministration, thenManage Configurations.
- Select theTaxSorttab to go to the configuration area.