You can use an add-in to save Word or Excel documents directly to GoFileRoom. Follow these steps to add Word or Excel documents to GoFileRoom using the GoFileRoom Office toolbar.
tip
We recommend that you make sure all documents are saved in their latest formats (docx or xlsx) before adding them to GoFileRoom.
With a document open in Word or Excel, select the
GoFileroom
tab, then
Add to GoFileRoom
.
Sign in to GoFileRoom if you haven't already, then choose a drawer to save your document to.
Enter index information for your document, then select
Save
.
Your document will show as checked out until you select