Publishing documents to NetClient CS portals

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If NetClient CS integration is enabled for your firm, users with appropriate permissions can publish FileRoom documents to a NetClient CS portal.

  1. From within WorkFlow Manager, click the Documents button in the navigation pane.
  2. If necessary, search for the documents that you want to publish.
  3. In the Documents workspace, mark the checkbox for each document that you want to publish.
  4. Right-click and choose Review Document(s) > Publish Document.

Notes

  • Documents that have been published to NetClient portals will include a "P" next to the file-type icon in the Type column of the Documents workspace. Published documents will also include "Yes" in the Published column.
  • If the Publish column is not visible in the Documents workspace, click the Actions button, choose Customize View from the Actions Menu, mark the Published checkbox, and click the Save button.

Related topic: GoFileRoom v.12 integration with NetClient CS

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