Managing your preferences

GoFileRoom preference features allow you to change your login password, set up email notifications for workflows to which you are assigned, and specify navigation defaults for searches and workflow information.

To manage your preferences, Click your name in the upper-right corner of the screen and choose Preferences from the drop-down list.

Some of the preferences settings may not be visible, depending on your account permissions.

Fields & buttons

(Non-editable.) These fields display your user login ID and the full user name associated with your GoFileRoom account.

When you want to change your login password, use these fields to enter your old password, the new password you wish to use, and to verify the new password.

For details on password restrictions, see Changing your GoFileRoom password.

Mark this checkbox to retain and display the most recent search parameters that you selected the next time you open to the Document Search screen.

Mark this checkbox set Document Explorer view as default in the Document Search screen.

Use the drop-down menu to specify which screen opens when you log in to GoFileRoom. For details, see Choosing a start screen.

Use the drop-down menu to specify a start drawer for document searches. For details, see Choosing a default drawer for searches.

Use the drop-down menu to specify which tab opens when you view a workflow. For details, see Choosing a default workflow tab.

Click Save to save any changes you've made on the My Preferences screen, or Cancel to reject any changes.

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