Adding Word or Excel documents to GoFileRoom

Alerts and notices

Follow these steps to add Word or Excel documents to GoFileRoom using the GoFileRoom Office toolbar.

Note: This feature requires the GoFileRoom Office Add-In.

  1. With a document open in Word or Excel, click the Add to GoFileRoom button in the GoFileRoom Office toolbar.
  2. Log in to GoFileRoom, if prompted, and choose the desired drawer from the Drawer field.
  3. Add the appropriate index information and click Save.

Note: The document is initially filed in GoFileRoom with a Status of Checked-out. The document is checked in when you click the Save button.

Related topic: Adding documents overview

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