Index for GoFileRoom

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A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

A

Accessing GoFileRoom

GoFileRoom Add-Ins

deploying via group policy

Administration features

B

Barcodes

generating cover sheets

scanning with

Bookmark separators

C

Configurations (Admin only)

adding default GoFileRoom email signature

disabling GoFileRoom email

enforcing self-CC in GoFileRoom emails

Outlook email settings

overview of

restricting IP addresses

Custom fields

managing

filtering drop-down list values for

D

Disabled user account

re-enabling

Document retention policies

approving

creating

modifying or deleting

Documents

adding

copying within GoFileRoom

deleting

editing

indexing

merging

moving between drawers

printing from within GoFileRoom

printing to GoFileRoom

re-indexing

scanning into GoFileRoom

searching for

sending to GoFileRoom from Windows Explorer

sending via email

viewing

E

Electronic documents

adding from within GoFileRoom

Email contacts

adding

deleting

importing

managing

modifying

signing

Entity Browser

exporting information from

importing information to

Excel documents

adding

editing

importing lookup lists from

Expiration date and time

changing for user accounts

F

Fileroom

using the

G

Getting started

Groups

adding

modifying

permissions overview

removing group document security

H

Help

contacting GoFileRoom Support

using help

I

Indexing documents

recalling index values

Integration

with NetClient CS

IP addresses (Admin only)

restricting access for specific

L

Links

emailing from GoFileRoom

emailing from Outlook or Lotus Notes

emailing links to Word and Excel documents stored in GoFileRoom

to network files from GoFileRoom

Logins

disabling

managing in GoFileRoom

re-enabling

Lookup list entries

adding

managing

modifying

removing

Lookup list fields

adding

N

Navigating

in GoFileRoom

in WorkFlow Manager

NetClient CS integration

Notes

adding to documents

O

P

Passwords

adding to PDFs for email

managing

resetting user account

PDFs

adding scanned pages to

adding to GoFileRoom

modifying

Permissions

group

user

R

Recordsflow

accessing

reports for

Redacting Social Security information

Reports

document tracking

login history

overview

scan reconciliation

security

S

Scanflow

overview

Security

adding a group for

adding a user for

document level (group)

document level (user)

Searching in GoFileRoom

features

overview

saving searches

with document text

with wildcards

Setting up GoFileRoom

Support

contacting

System requirements

T

Taxsort

overview

U

Upload configurations

managing

Users

adding

disabling accounts for

modifying account settings for

permissions for

re-enabling accounts for

V

Viewer

using in GoFileRoom

W

Workflow Manager

accessing workflow folders

configuring options and lists

customizing the view

managing custom fields

My Work overview

navigating

searching for items in

workflow types

Workflows

creating

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