Adding FirmFlow documents

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Adding paper documents requires generating identifiers for the scanning process, including barcodes and bookmark separators, while adding electronic documents merely requires copying them into GoFileRoom.

Adding paper documents: If a document exists only on paper, it must be scanned before it can be stored in GoFileRoom. For details, see Scanning documents into GoFileRoom. You can create identifiers that allow the document(s) to be scanned into GoFileRoom by generating barcodes or bookmark separators, useful when scanning groups of documents.

Adding electronic documents: If document(s) already exist electronically, whether on your computer or on a storage device located on your network, you can easily add them to GoFileRoom. From the FirmFlow Folder screen, click the Documents tab and choose Options > Add.

Related topic: Working with FirmFlow documents

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