GoFileRoom
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 to 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 |
|---|---|
 |
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 | Tick this checkbox to allow users with appropriate privileges to edit Microsoft Word and Excel files from within GoFileRoom. Note that when this checkbox is ticked, the Last Modified and Checked Out columns are included in document search results lists. (Requires the Microsoft Office Add-In.) |
| Edit PDF | Tick this checkbox to allow users with appropriate privileges to edit PDF files. Note that when this checkbox is ticked, the Last Modified and Checked Out columns are included in document search results lists. (Requires the Adobe Acrobat Add-Ins.) |
| Edit Other | Tick this checkbox to allow users to edit files in GoFileRoom other than Word, Excel, or PDF files.(Requires the Control Panel Add-In.) |
| Disabled | Tick 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, tick this checkbox to enable versioning functionality for the selected drawer. To have versioning enabled for your firm, contact GoFileRoom Support. |
| Restricted | When ticked, 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 ticked and you need additional information on this setting, contact GoFileRoom Support. |
Was this article helpful?
Thank you for the feedback!
Internal only
If a firm is requesting that Version Control be enabled for their GoFileRoom database, enter a Resolver Request that includes the Firm ID and Database ID. Leave your ticket open and follow up with the firm once the Resolver 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.
If a firm is requesting that Version Control be enabled for their GoFileRoom database, enter a Resolver Request that includes the Firm ID and Database ID. Leave your ticket open and follow up with the firm once the Resolver 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.