GoFileRoom ControlPanel Add-In

Alerts and notices

The GoFileRoom ControlPanel Add-in allows a user to:

To open this Add-in, do one of the following:

System requirements

System requirements for the GoFileRoom ControlPanel Add-In are as follows:

Hardware

Applications

Note: Network users must be Power Users, at minimum, on the local computer to use the add-in.

Installation instructions

Follow these steps to install the GoFileRoom ControlPanel Add-In.

The Microsoft .NET Framework 4.0 must be installed prior to installing the GoFileRoom ControlPanel Add-In. You can install the .NET Framework 4.0 from Microsoft's website External link. (What's this?)

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Note: This installation will take several minutes and may require a reboot.

  1. Log in to GoFileRoom, click your name in the upper-right corner of the screen and, choose Client Add-In from the drop-down list.
  2. In the File Download dialog that opens, click Run to start the installation process or save the setup file to your firm's network for later installation.
  3. Windows may issue a warning after launching the installation package. Click Run to continue.
  4. Click Next, then click the Install button.

When the installation is complete, you can launch the application by marking the GoFileRoom ControlPanel checkbox.

Profiles tab

A profile contains a drawer and index information. After successfully creating a profile and adding the shortcut to the desktop, you can drag and drop the shortcut to upload files to GoFileRoom.

Indexing window

The indexing window is opened when you drag and drop a file to a profile desktop shortcut. This window contains drawer information and file mapping checkboxes.

Click the OK button to use selected values to index the document, send it to GoFileRoom, and close the Indexing window.

Click the Cancel button to close the indexing window. The file is not sent to GoFileRoom and the Indexing window closes.

Batches tab

The Batches tab displays information for files that have been sent to GoFileRoom. You can filter items listed in this screen by application (All or Send to GoFileRoom).

Notes

  • You can create a batch by dragging and dropping a file or folder to a profile shortcut. Each batch can have one or more files.
  • When you upload multiple files to GoFileRoom in a batch via the ControlPanel, each file is queued and then uploaded individually.

The Batches tab is divided into two panes.

The following buttons are available in the toolbar above the grid.

Information button Display the indexes used to upload a specific batch
Delete button Delete the selected batch
Reset filter button Reset all filters to show all available batch information

Local files tab

The Local Files screen displays all file types, other than Word, Excel, and PDF, that have been edited from GoFileRoom. The files are filtered by drawer.

This screen is divided into two panes. The top pane displays file information, including the file type, document ID, checkout date and time, and indexes specific to the selected drawer. You can filter items in the Local Files tab by clicking the filter icon Filter button to the left of each column heading. You can sort each column by clicking the column heading. The bottom pane displays the progress of files that are being checked back into GoFileRoom, and includes the file name, path, status for the selected file(s), and an upload progress bar.

From the Options menu, you can check-in saved changes and keep checked out, check-in saved changes, and undo checkout(s).

Configurations tab

The Configurations screen allows you to configure your GoFileRoom application settings.

Profile settings

You can configure the following profile settings.

Purge settings

You can configure the following purge settings.

Email settings

You can configure the following email settings.

Log level settings

You can select the following log level settings from the Log Level field.

Note: Log files are located within each user profile.

Frequently asked questions

A profile is a set of pre-defined drawer indexes used to file GoFileRoom documents.

Drag and drop the files or folders you want to upload onto the shortcut. Enter any indexing information not included in the profile, then click OK.

A batch is created each time a profile shortcut or desktop shortcut is used to upload a file to GoFileRoom. A batch can contain a single file, multiple files, or multiple folders.

Open the GoFileRoom ControlPanel, click the Batches tab, and view the statuses of batch files in the Status column.

Files in batches with a status of "Completed" were successfully uploaded to GoFileRoom.

If a batch contains a file that was not successfully uploaded to GoFileRoom, it will have a status of "Failed". Double-click the batch in the top pane to view the upload error.

Note: You can configure GoFileRoom to notify you via email when an upload fails or is successful.

In the GoFileRoom ControlPanel, select a profile and clear the Display indexes before sending to GoFileRoom checkbox, then click Save.

In the ControlPanel, click the Batches tab and select a completed batch in the top pane. Then, select a completed document from that batch in the bottom pane and click the Document ID link.

If you are uploading multiple files to GoFileRoom in batches via the ControlPanel, and you plan to move files out of the local folder where the ControlPanel is searching, we recommend that you move those files only after all files in the batch have been successfully uploaded.

If this has already occurred for a batch, you can move the files back into the folder in which the ControlPanel is searching, and the batch will begin uploading again.


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