Use Add File Link documents
The
Add File Link
feature in GoFileRoom is useful for referencing shared documents securely outside of the GoFileRoom application and a small audience within your firm. This is ideal for managing sensitive and confidential resources. It supports network paths, SharePoint files, URLs, and cloud-based applications.note
Ensure consistent and shared network paths among all staff members.
Follow these steps to
Add File Link
from GoFileRoom.- SelectAdd Documentsfrom the GoFileRoom toolbar.
- Enter the document's index information, including all required fields.
- SelectAdd File Link.
- Paste the folder or file path, then selectOK.You'll receive confirmation that your local file added successfully.
- Search for the document reference usingDocument Searchscreen.Accessing linked documents
- When accessing the document in search screens, use thePreviewicon to copy the link to the clipboard. A message, “Link Copied”, will appear.
- Paste the file link path into a browser or Windows Run command line. Share the path with colleagues as needed.
note- File links appear in GoFileRoom as records, indicated by icons on the Document Search screen.
- You can manage file links like other documents, but some actions are limited.
- You can copy, move, re-index, and delete file links. To change a file path, delete the existing document and add a new one.