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Tax & Accounting
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Risk & Fraud
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Books
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Best practice methods for adding documents
You can add documents to GoFileRoom in different ways. Make sure that you're using the most efficient way by reading our best practice recommendations below.
Add a paper document with multiple pages
We recommend that you use ScanFlow to scan the document and send it to GoFileRoom.
An alternative method is to use the GoFileRoom Adobe Acrobat Add-in.
Add a paper document with a single page
We recommend that you use the GoFileRoom Adobe Acrobat Add-in to scan the document and send it to GoFileRoom.
An alternative method is to use ScanFlow.
Add an electronic file
We recommend that you use right-click in Windows Explorer to send to GoFileRoom.
Other alternative methods are as follows.
- Browse for file on hard drive or network, then use right-click to send to GoFileRoom.
- Add to GoFileRoom from Word or Excel.
- Add email message from Outlook.
- File Importer Service.
Add a Word or Excel document
We recommend that you add to GoFileRoom in Word or Excel.
Alternative methods are as follows.
- Browse for file on hard drive or network.
- File Importer Service.
- Right-click to send to GoFileRoom.
- Send to GoFileRoom by drag and drop.
Add a PDF
We recommend that you add to GoFileRoom in Adobe Acrobat.
Alternative methods are as follows.
- Browse for file on hard drive or network.
- File Importer Service.
- Send to GoFileRoom by drag and drop.
Add a Microsoft Outlook MSG file
We recommend that you add email message in Microsoft Outlook.
An alternative method is to Print to GoFileRoom.
Add an email attachment saved in its original format
We recommend that you add email message in Microsoft Outlook.
Add an image file (JPEG) from a phone
When the image file is within the email, we recommend that you add email message in Outlook.
An alternative method is to save the photograph (JPEG), then drag and drop or right-click to add to GoFileRoom.