GOFILEROOM

Index for GoFileRoom

Alerts and notices

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

deploying via group policy

frequently asked questions

Lotus Notes Server

Microsoft Office

Microsoft Outlook

Annotations (Adobe Acrobat)

B

generating cover sheets

Bookmark separators

Bookmarks (Adobe Acrobat)

Bulk import (for FirmFlow)

creating spreadsheet for

C

Checklists (for FirmFlow)

manually adding values to

removing values from

updating values in

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

restricting IP addresses

specifying Upload Documents service location

adding to the Home screen

deleting from the Home screen

D

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

of GoFileRoom features

Digital signature support

Disabled user account

Document retention policies

modifying or deleting

previewing and approving

copying within GoFileRoom

faxing with eFax

merging in workflow

modifying after scanning

moving between drawers

notifications for

printing to GoFileRoom

removing archive status from

scanning into GoFileRoom

sending to GoFileRoom from Engagement CS

sending to GoFileRoom from Windows Explorer

sending via email

Drawers in GoFileRoom

choosing default for searches

moving documents between

restricting access to

E

Electronic documents

adding from within GoFileRoom

Email notifications

receiving for FirmFlow folders

Email signature

adding default for GoFileRoom emails

Emailing from GoFileRoom

enforcing cc for

Excel documents

editing previous versions of

importing checklists from

Expiration date and time

changing for user accounts

F

File importer service

Filtering workflow views

bulk updates in

filtering workflows in

locating notes and attachments in

permission settings

Folders (FirmFlow)

creating for workflow

importing into workflow

required fields for

rolling forward for workflow

troubleshooting import errors

G

Getting started

GoFileRoom setup

GoSystem Tax RS

GoFileRoom integration with

managing in GoFileRoom

H

contacting GoFileRoom Support

adding or removing pages in

adding removing portlets for

renaming pages in

viewing documents from

I

Indexing documents

recalling index values

Information fields

creating or configuring custom

permissions for

IP addresses (Admin only)

restricting access for specific

L

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

managing in GoFileRoom

Lookup list entries

Lookup list fields

M

Mapped contacts

linking to with notification rules

N

Notes (FirmFlow)

adding to documents

linking from lookup list

O

OCR (Optical Character Recognition)

scanner settings for

submitting documents for

use of GoFileRoom documents

adding to GoFileRoom

configuring GoFileRoom options for

Outlook folders

creating for ControlPanel profiles

P

PDF documents in GoFileRoom

adding scanned pages to

password protecting

Portlets in the Home screen

adding or removing

My Preferences screen overview

creating for batch uploads

creating Outlook folders for

Q

logging into GoFileRoom with

opening FirmFlow MyWork screen with

searching for documents or workflows with

R

Recalling index values

accessing reports

administration and security

inactive users report

management reports

Restricted drawers

S

generating barcode cover sheets for

printing bookmark separators for

settings for OCR

exporting results from

for blank index values

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]

adding a group for

adding a user for

document level (group)

document level (user)

managing settings for

choosing default for GoFileRoom

using when indexing

using when searching

System administration

for FirmFlow reports

System requirements

system requirements

SurePrep integration with GoFileRoom

preparing and printing tax workpapers in

creating notification rules for SurePrep documents

T

TaxTools menu (Adobe Acrobat)

U

Upload documents service

V

W

editing previous versions of

accessing via the Home screen

bulk updates for

choosing default tab

filtering assigned

marking steps complete during routing

notifications for

permissions for

selecting deliverables for new extended workflow

Internal Employees