GoFileRoom administration

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If you have administrative privileges, you can do the following in GoFileRoom.

Access to GoFileRoom administration features is limited to users who are assigned to one of the following security levels (Listed in order from the highest level of access to the lowest).

  • Administrator
  • Manage Users
  • Restricted Drawer Owner
  • Records Manager

Staff with appropriate privileges can access GoFileRoom administrative features through the commands in the Administration menu in the GoFileRoom toolbar.

Database options

You can request that the following optional features be enabled for your firm’s database. Please discuss these features with your consultant to determine the optimum setup for your firm.

Related topics

GoFileRoom configurations overview

Managing users and groups

Managing drawers and lists in GoFileRoom

Using group policy to deploy Add-In updates

Adding password protection for PDFs in GoFileRoom emails

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.