Skip to main content
Integrations
Search
Search SafeSend Support Help and Support.

This article applies to:

  • Product: safesend
  • Subject: Integration
  • Audiences: Staff

GoFileRoom integration

Map e-signed SafeSend Returns documents to GoFileRoom drawers and indexes, then send files directly from Delivered Returns.
Show all hidden content.
The GoFileRoom integration lets users map SafeSend Returns e-signed documents to specific drawers and indexes. The files can then be sent directly to GoFileRoom from the Delivered Returns report.
note
To use this integration, the firm must have an active GoFileRoom account.
Permissions
Users need to be granted permission to access this feature.
note
Only System Admins have access to the
Account Management
 and
User Management
 sections.
Users must also have permissions in GoFileRoom to upload documents.
Create a Custom User Group
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens.
  3. Select
    User Management
    .
  4. Select the
    User Groups
     tab.
  5. Select
    Add User Group
    .
  6. Add the
    Name
     of the group.
  7. Add
    Description
    .
    note
    • This can be a general description of what roles this group has.
    • There is a character limit of 100 for this field.
  8. Select the
    Roles
     to be applied to the group.
    note
    Do 1 of the following:
    • Apply only
      Send to GFR
      .
    • Create a custom group with additional permissions.
  9. Select
    Add Group
    .
Add users to the group
:
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens.
  3. Select
    User Management
    .
  4. Select
    Edit
     in the
    Actions
    menu of the user to be updated.
  5. Mark the
    GoFileRoom
     checkbox in the
    User Group
     section.
  6. Select
    Update
     to save any changes made.
Turn on the integration
note
Only System Administrators can access the
Product Settings
 section.
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    General
     in the left panel.
  4. Select
    Login to GFR
    .
  5. Enter your GoFileRoom
    Email ID
    .
  6. Select
    Verify
    .
  7. Enter the
    Access Code
     sent to your GoFileRoom Email ID.
  8. Select
    Confirm
    .
  9. Select a
    Drawer
    .
  10. Map items to the correct
    GoFileRoom Index
    .
  11. Select
    Save
     to apply your mapping choices.
  12. Select the
    Map Account
     gear icon to adjust mapping at any time.
Mapping
Any indexes marked as
Required Fields
 in GoFileRoom must be mapped in SafeSend. All other
GoFileRoom Indexes
 in SafeSend can be left blank.
An asterisk in GoFileRoom indicates the required fields.
When additional information is to be entered, like for
Document Type
 and
File Selection
, the text in GoFileRoom must match the text entered in SafeSend.
Send to GoFileRoom
Signed documents can be sent to GoFileRoom from the Delivered Returns dashboard.
note
The client must exist in GoFileRoom to send their documents with this integration.
Users must also have permissions in GoFileRoom to upload documents.
The client name and client number in GoFileRoom must match the client name and client ID in SafeSend.
Sending documents to GoFileRoom doesn’t change the
Downloaded
 status in SafeSend.
Send items individually
:
  1. Select
    Action (...)
    .
  2. Select
    Send to GoFileRoom
    .
Send Items in bulk
:
  1. Mark the checkbox for the taxpayer's name.
  2. Select the
    Send to GoFileRoom
     button.
Reporting in GoFileRoom
Signed documents can be found in the documents section of GoFileRoom.
Locate documents
:
  1. Go to
    Search Documents
    .
  2. Enter
    INDEXES
     information.
  3. Select
    Search
    .
  4. Check the reporting information to locate the item.
    • The values displayed depend on your mapping choices in SafeSend.
    • The
      Description
       field will be blank or contain your firm name.
    • The
      Document Date
       section will likely display the date the document was signed in SafeSend, not the date the documents were uploaded.

error-icon

error-close