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This article applies to:

  • Product: GoFileRoom
  • Subject: Documents,printing-emailing-exporting

Use TaxSort in GoFileRoom

GoFileRoom TaxSort uses Optical Character Recognition (OCR) to identify tax-related documents. After identifying documents, GoFileRoom organizes them and applies bookmarks to the resulting PDF.

Set up TaxSort

To use the TaxSort feature, the GoFileRoom Administrator needs to:
  1. Select
    Administration
    , then
    Manage Fileroom
    .
  2. Select a drawer, then the
    TaxSort
     option.
  3. Select
    Save
    .

Submit PDF documents

You can submit PDF documents already stored in GoFileRoom.
  1. Search for the PDFs you want use TaxSort with using the
    Search Documents
     section.
  2. Select
    Document Search
    .
  3. Select your search criteria.
  4. Select
    Search
    .
  5. Right-click the documents, then select
    TaxSort
    .
You need a bookmark separator page for the first page of your PDF for TaxSort.
note
Your documents are locked while TaxSort processes them. While it usually takes a few minutes to process, it can sometimes take up to 3 hours.

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