Configuring TaxSort bookmarks

Alerts and notices

If you have administrative privileges, you can configure the bookmark categories used to organize source documents processed through TaxSort.

Note: The page names for each bookmark cannot be changed. These are defined automatically based on the document types that TaxSort recognizes.

To access the TaxSort configuration area, choose Administration > Manage Configurations from the GoFileRoom toolbar and then click the TaxSort tab.

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