Upload Documents Service overview and installation

Alerts and notices

You can use the Upload Documents Service with the ScanFlow, Lotus Notes, legacy Outlook integration, and Adobe Acrobat add-ins. The Upload Documents Service is required for ScanFlow, but for Outlook/Lotus Notes integration, it is needed only if your firm will use the legacy Outlook integration to add email messages and attachments to GoFileRoom. This service is also optional if you are using the Adobe Acrobat add-in.

Install the Upload Server component

Be sure to install this component on a server or other computer that is continuously on and running and that all users within the domain can access it.

  1. If you haven't done so already, download and install the Microsoft .NET 4.5.5 (or higher) Framework External link (What's this?) on the server that will be the centralized upload computer prior to installing the Upload Documents Service.
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    Note: This step will take several minutes and will require you to restart the server or computer.

  2. Log in to GoFileRoom, click your name in the upper-right corner of the screen, and choose Upload Service.

    Note: This option is available to GoFileRoom Administrators only.

  3. In the File Download - Security Warning dialog, click Run.
  4. If an Internet Security Warning dialog appears, click Run.
  5. The InstallShield Wizard will guide you through the remainder of the installation process. Click Finish to complete the installation.

Configure the Upload Server component

Be sure that you are running Windows using a domain administrator account.

  1. In Windows Explorer, navigate to C:\Program Files (x86)\GoFileRoom\GFRUploadDocuments.
  2. Right-click the GfrUploadDocsConfigurator.exe file and choose Run as administrator.
  3. Click Yes when prompted to allow the program to make changes to your computer.
  4. Enter the user ID and password for the firm's GoFileRoom upload account, then click Save.

    Note: If you do not know your firm's upload credentials, contact GoFileRoom Support for assistance.

  5. Click the Windows Start button and choose Control Panel.
  6. Click the Administrative Tools link, then double-click the Services icon.
  7. In the Services dialog, right-click GoFileRoom Upload Documents and choose Properties.
  8. On the General tab, verify that Automatic is selected as the Startup type.
  9. Click the Log On tab and click the This account option.
  10. Specify a domain administrator account in the This account field, and then enter and confirm the password.
  11. Click the Recovery tab and select Restart the Service from the drop-down list for all three failure fields.
  12. Click OK and start the GoFileRoom Upload Documents service by right-clicking it in the Services list and choosing either Start or Restart.

Configure the upload locations

If you have Outlook, ScanFlow, or the Adobe add-in installed on the same computer as the Upload Server components, no further actions are necessary to begin using these features on that computer.

If you are using a centralized server for your saved email and attachment uploads, follow these steps to configure upload locations.

During the Upload Service installation, the C:\Program Files (x86)\GoFileRoom\GFRUploadDocuments\UploadDocuments folder was created. This folder must be shared, and all domain users must have Full Control access to the folder in order for the application to work.

  1. Share the UploadDocuments folder.
    1. On the computer where the GoFileRoom upload service is installed, navigate to C:\Program Files\GoFileRoom\GFRUploadDocuments.
    2. Right-click the UploadDocuments folder and choose Share with > Advanced Sharing.
    3. Click the Advanced Sharing button.
    4. Mark the Share this folder checkbox, and then click the Permissions button.
    5. For the Everyone group, verify that the checkboxes in the Allow column are marked for the Full Control, Change, and Read permissions.
    6. Click OK to close the Permissions dialog, then click OK to close the Advanced Sharing dialog.
    7. Close the UploadDocuments Properties dialog.
  2. Add the UploadDocuments folder to the list of upload locations in GoFileRoom.
    1. In GoFileRoom, choose Administration > Manage Configurations.
    2. Click the Locations tab, and then click the Add button.
    3. Enter a unique name to identify the location.

      Example: New York Office

    4. Enter the UNC network path using the following convention: \\<ComputerName>\<SharedFolder>, where <ComputerName> represents the computer or server where you installed the Upload Document component, and <SharedFolder> represents the path to the folder you shared in step 1.
      The universal naming convention (UNC) path uses the specific computer or server name, rather than a mapped network drive name, so that you can access it from other computers, even if the server or computer isn't mapped on it.

      Example: \\ScanPC\Program Files (x86)\GoFileRoom\GFRUploadDocumentsUploadDocuments

    5. Click the button in the Default column to set this as the default upload location.
    6. Click Save.
  3. Set up locations for GoFileRoom users.

    Note: If the Upload Location is not specified for a user, GoFileRoom uses the Default location (specified in step 2) for that user.

    1. Choose Administration > Manage Users and Groups.
    2. On the Users tab, select the applicable user.
    3. In the Upload Location field, select the location you specified in step 2.
    4. Click Save.

Note: If none of the users in your firm can access this installation (because of different locations, security constraints, etc.), additional installs may be needed. Contact GoFileRoom Support if you need assistance configuring these settings.

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