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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

Add-Ins

Adobe Acrobat

ControlPanel

deploying via group policy

frequently asked questions

Lotus Notes

Lotus Notes Server

Microsoft Office

Microsoft Outlook

overview of

QuickLaunch

ScanFlow

Alerts

viewing

Annotations (Adobe Acrobat)

adding

B

Barcodes

generating cover sheets

printing

scanning with

Bookmark separators

printing

using

Bookmarks (Adobe Acrobat)

working with

Bulk import (for FirmFlow)

creating spreadsheet for

Bulk updates

for workflows

C

Checklists (for FirmFlow)

configuring

manually adding values to

removing values from

updating values in

working with

Checkpoint

research using

ClientFlow

implementing document-security features for

mapping ClientFlow or NetClient users to lookup list items for new clients

Configurations (Admin only)

adding a default GoFileRoom email signature

disabling GoFileRoom email

enforcing self-CC in GoFileRoom emails

Outlook email settings

overview of

restricting IP addresses

specifying Upload Documents service location

Control sheets

printing

Custom links

adding to the Home screen

deleting from the Home screen

D

Date format

international

Deliverables

adding notes to

adding to workflow

deleting from workflow

extending in existing workflow

extending in new workflow

extending workflow deliverables

moving to another workflow

resetting due dates for

Delivery instructions

working with

Demos

of GoFileRoom features

Digital signature support

Disabled user account

re-enabling

Document retention policies

creating

managing

modifying or deleting

previewing and approving

Documents

adding

archiving

copying within GoFileRoom

deleting

editing

faxing with eFax

indexing

merging in workflow

modifying after scanning

moving between drawers

notifications for

printing

printing to GoFileRoom

reindexing

removing archive status from

restoring

scanning into GoFileRoom

searching for

sending to GoFileRoom from Engagement CS

sending to GoFileRoom from Windows Explorer

sending via email

upload service

viewing

viewing when locked

working with

Drawers in GoFileRoom

choosing default for searches

managing

moving documents between

restricting access to

E

Electronic documents

adding from within GoFileRoom

Email contacts

adding

deleting

importing

managing

modifying

Email notifications

receiving for FirmFlow folders

Email signature

adding default for GoFileRoom emails

Emailing from GoFileRoom

disabling

enforcing cc for

Excel documents

adding

editing

editing previous versions of

importing checklists from

Expiration date and time

changing for user accounts

F

File importer service

overview of

Filtering workflow views

FirmFlow

bulk updates in

filtering workflows in

locating notes and attachments in

overview of

permission settings

Folders (FirmFlow)

creating for workflow

importing into workflow

required fields for

rolling forward for workflow

troubleshooting import errors

working with

G

Getting started

GoFileRoom setup

GoSystem Tax RS

GoFileRoom integration with

Groups

managing in GoFileRoom

H

Help

contacting Support

using help

Home screen

adding or removing pages in

adding removing portlets for

overview of

renaming pages in

viewing documents from

I

Indexing documents

recalling index values

Information fields

creating or configuring custom

overview of

permissions for

IP addresses (Admin only)

restricting access for specific

L

Links

adding to the Home screen

deleting from the Home screen

emailing from GoFileRoom

emailing from Outlook or Lotus Notes

emailing links to Word and Excel documents stored in GoFileRoom

from within Word or Excel documents

to network files from GoFileRoom

Logins

disabling

managing in GoFileRoom

re-enabling

Lookup list entries

adding

managing

modifying

removing

Lookup list fields

adding

deleting

M

Mapped contacts

linking to with notification rules

N

Navigating

in GoFileRoom

workflows

Notes (FirmFlow)

adding to documents

deleting

editing

filtering

replying to

undocking

working with

Notifications

deleting

document

editing

linking from lookup list

overview of

workflow

O

OCR (Optical Character Recognition)

scanner settings for

submitting documents for

Offline

use of GoFileRoom documents

Outlook emails

adding to GoFileRoom

configuring GoFileRoom options for

Outlook folders

creating for ControlPanel profiles

P

Passwords

changing

PDF documents in GoFileRoom

adding

adding scanned pages to

merging

modifying

password protecting

Portlets in the Home screen

adding or removing

managing

Preferences

My Preferences screen overview

Profiles

creating for batch uploads

creating Outlook folders for

Q

QuickLaunch

configuring

logging into GoFileRoom with

opening FirmFlow MyWork screen with

searching for documents or workflows with

R

Recalling index values

RecordsFlow

accessing

accessing reports

overview of

Recycling bin

overview of

Reports

administration and security

customizing

deleting

inactive users report

management reports

overview of

running

saving

Restricted drawers

overview of

S

Scanning

generating barcode cover sheets for

printing bookmark separators for

settings for OCR

Search

exporting results from

for blank index values

overview of

Searching for documents [Classic search]

Searching for documents [Enhanced search]

saving parameters for

Saving a search in GoFileRoom [Enhanced search]

Saving a search in GoFileRoom [Classic search]

using specific document text [Classic search]

using wildcards

working with sticky fields for [Classic search]

Security

adding a group for

adding a user for

document level (group)

document level (user)

managing settings for

Setup

of GoFileRoom

Start screen

choosing default for GoFileRoom

Sticky fields

using when indexing

using when searching

Support

contacting

System administration

for FirmFlow reports

in GoFileRoom

System requirements

system requirements

SurePrep integration with GoFileRoom

setting up

preparing and printing tax workpapers in

creating notification rules for SurePrep documents

T

TaxSort

TaxTools menu (Adobe Acrobat)

using

U

Upload documents service

overview of

Users

managing

V

Video library

W

Word documents

adding

editing

editing previous versions of

Workflows

accessing via the Home screen

adding

bulk updates for

choosing default tab

deleting

filtering assigned

marking steps complete during routing

notifications for

permissions for

routing

selecting deliverables for new extended workflow

working with

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