Editing GoFileRoom documents from within Word or Excel

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Follow these steps to edit GoFileRoom Word and Excel files from within their source applications.

  1. Open Microsoft Word or Excel.
  2. Click the Open GoFileRoom Doc button in the GoFileRoom toolbar. If you are using Office 2007, Click the Open GoFileRoom Doc button in the GoFileRoom tab of the ribbon.
  3. Enter your GoFileRoom login and password, if prompted.
  4. In the GoFileRoom - Select the Document to Open dialog, choose a drawer from the Drawer drop-down list and perform a search for the document you want to edit.

    Note: File types in the Search Results screen are specific to the current application. For example, if you are currently using Microsoft Word, only Word documents will appear in the Search Results screen.

  5. Mark the checkbox for the document you want to edit, right-click, and choose Edit Document(s) from the context menu. The document opens for editing in the current Office application.

Tips

  • You can quickly open recently edited GoFileRoom documents for further editing by clicking them in the Recent Documents drop-down list in the GoFileRoom toolbar.
  • If you want to save a local copy of your document, first save back to GoFileRoom; then, use the export feature to save a copy of the document locally.

Note: Save changes often when working in documents from within their source application.

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