Getting started with GoFileRoom

Alerts and notices

GoFileRoom is a secure, web-based, and cost-effective document management application that enables you to add speed and efficiency to your daily workflow. GoFileRoom provides the ability to store any type of document with user-defined indexes, to quickly locate stored documents, to add annotations to documents for others to view, to email stored documents as a link or attachment, to edit Microsoft Word and Excel files, and more.

The following information provides a summary of the main areas and procedures in GoFileRoom and provides instructions for performing common tasks such as scanning documents, navigating through the GoFileRoom interface, and accessing your firm's documents.

Security

Multi-factor authentication provides an additional layer of security for your firm's confidential data, which is stronger and more secure than a simple password. The addition of at least one more layer of identity verification protects you against hacking and fraud attempts. For details, see GoFileRoom multi-factor authentication overview.

Application update information

User Bulletins. Regular release bulletins provide information about the latest changes—including Add-in updates—and enhancements for GoFileRoom. For details, see GoFileRoom user bulletins.

Performing administrative tasks

The following articles provide information about common administrative tasks in GoFileRoom.

Setting up the application

Important first steps for users with administrative permissions responsible for setting up workstations with GoFileRoom.

GoFileRoom access and configuration

The following aticles will help you to better organize your firm's documents and make it easier to navigate to your documents.

Performing common tasks in GoFileRoom

The following articles provide information about how to manage documents and workflows in GoFileRoom, including instructions for adding and indexing documents, and for electronically routing workpapers and work assignments.

Notes

  • You will need a laser printer capable of printing 600 dots per inch (DPI) for barcode printing.
  • GoFileRoom is supported in terminal server / remote desktop and Citrix server (published applications or desktop) environments.
  • If you're using the Kofax® VRS® scanning driver version 4.2 or later for scanning, Microsoft .NET framework 2.0 must be installed on the scan station.