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Work with documents

Export documents from GoFileRoom

Follow these steps to export a single document or multiple documents from GoFileRoom.
important
You may get an error when exporting a file larger than 150 MB from
Classic Search
. If this happens, try using
Document Search
 to export your file instead.

Export a single document in Classic Search

  1. In GoFileRoom, perform a search to find the document you want to export.
  2. Select the checkbox for the document in the
    Search Results
     screen.
  3. Right-click it and select
    Export Document
    .
  4. Open the document in its native application or save it.

Export a single document in Document Search

  1. In GoFileRoom, perform a search to find the document you want to export.
  2. Select Export
    Export
    .
  3. Open the document in its native application or save it.

Allow export of multiple documents

Exporting more than 1 document at a time requires specific User permissions. To export multiple documents, users must have the
Allow Export of Multiple Documents
 permission, which is managed internally by a firm GoFileRoom administrator under the following path:
  1. In GoFileRoom, select
    Administration
    , then
    Manage Users & Groups
    .
  2. Go to the
    Users
     tab.
  3. Select the user you want to modify in the dropdown list.
  4. Mark the
    Allow Export of Multiple Documents
     checkbox.
  5. Select
    Save
    .

Export multiple documents in Document Search or Classic Search

  1. In GoFileRoom, perform a search to find the documents you want to export.
  2. Select the checkboxes for the documents you want to export in the
    Search Results
     screen.
  3. Right-click and select
    Export Document
    .
  4. Select
    OK
     to verify that you want to export multiple documents.
  5. Open or save the ZIP file to access the documents.
note
When working with documents in GoFileRoom, consider the following guidelines:
  • Edit files directly
    : Always edit files directly within GoFileRoom. Exported documents are copies and are no longer GoFileRoom documents. Any changes made to these exported files won't be reflected in the original GoFileRoom document.
  • Avoid version control issues
    : Saving an edited exported document creates a new document rather than replacing the original one. This can lead to confusion and version control problems, making it difficult to track the most current version of the document.
  • Document naming conventions
    : Exported files are named using the indexes set by your firm's GoFileRoom administrator. These naming conventions are consistent with those used for emailing documents via Outlook.
  • Exporting multiple documents
    : Exporting multiple documents is limited to 1 GB per download.
  • Permissions for exporting
    : To export multiple documents, you'll need the
    Allow Export of Multiple Documents
     permission. This permission is managed internally by your firm's GoFileRoom administrator.

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