Setting up or modifying GoFileRoom drawers

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If you have administrative privileges, you can edit properties for GoFileRoom drawers. For example, you can modify a drawer's name and description, change the order in which drawers are displayed in other areas of GoFileRoom, or disable a drawer.

Note: To add new drawers GoFileRoom, contact GoFileRoom Support.

To access features for modifying FileRoom drawers, choose Administration > Manage Fileroom from the GoFileRoom toolbar, and in the FileRoom tab, click the drawer that you want to modify.

Modifying drawer properties and functionality

You can change the following settings for the selected drawer.

Setting Description
Arrow buttons Click the up or down arrow to move the selected drawer up or down in the drawer list of the Manage FileRoom tab. These changes are applied to any areas of GoFileRoom that list your firm's drawers.
Drawer name Click this field in the selected drawer image to edit or change the drawer name.
Description Click this field to edit or change the drawer description. 
Edit Word & Excel Mark this checkbox to allow users with appropriate privileges to edit Microsoft Word and Excel files from within GoFileRoom. Note that when this checkbox is marked, the Last Modified and Checked Out columns are included in document search results lists. (Requires the Microsoft Office Add-In.)
Edit PDF Mark this checkbox to allow users with appropriate privileges to edit PDF files. Note that when this checkbox is marked, the Last Modified and Checked Out columns are included in document search results lists. (Requires the Adobe Acrobat Add-Ins.)
Edit Other Mark this checkbox to allow users to edit files in GoFileRoom other than Word, Excel, or PDF files.(Requires the Control Panel Add-In.)
Disabled Mark this checkbox to disable the selected drawer. Disabled drawers do not appear in drawer lists within GoFileRoom and are otherwise inaccessible.
Versioning If Version Control has been enabled for your firm, mark this checkbox to enable versioning functionality for the selected drawer. To have versioning enabled for your firm, contact GoFileRoom Support.
Restricted When marked, this read-only checkbox indicates that the selected drawer is restricted for use. This setting cannot be modified by the Administrator. If this checkbox is marked and you need additional information on this setting, contact GoFileRoom Support.
TaxSort Mark this checkbox to enable TaxSort functionality for the selected drawer.

Related topic: Managing drawers and lists in GoFileRoom

Internal notes


If a firm is requesting that Version Control be enabled for their GoFileRoom database, enter a CF Request that includes the Firm ID and Database ID. Leave your ticket open and follow up with the firm once the CF has processed the request. Once Version Control is enabled for their database, they may activate versioning on each drawer they want to have that functionality.

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