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Add-ins

Upload Documents Service

You can use the Upload Documents Service with GoFileRoom ScanFlow, legacy Outlook integration, and Adobe Acrobat add-in features. The Upload Documents Service is required for ScanFlow, but for Outlook integration, it is needed only if your firm will use the legacy Outlook integration to add email messages and attachments to GoFileRoom. This service is also optional if you are using the Adobe Acrobat add-in feature.

Install the Upload Server component

Be sure to install this component on a server or other computer that is continuously on and running and that all users within the domain can access it.
  1. Log in to GoFileRoom and select your name.
  2. Select
    Upload Service
    .
    note
    This option is available to GoFileRoom Administrators only.
  3. The InstallShield Wizard will guide you through the remainder of the installation process.
  4. Select Finish to complete the installation.

Configure the Upload Server component

Be sure that you are running Windows using a domain administrator account.
  1. In Windows Explorer, navigate to
    C:\Program Files (x86)\GoFileRoom\GFRUploadDocuments
    .
  2. Right-click the
    GfrUploadDocsConfigurator.exe
     file and choose
    Run as administrator
    .
  3. Select Yes when prompted to allow the program to make changes to your computer.
  4. Enter the user ID and password for the firm's GoFileRoom upload account, then select
    Save
    .
    note
    If you do not know your firm's upload credentials, contact GoFileRoom Support for assistance.
  5. Next to the Windows start icon, select the search icon.
  6. Search for
    Services
     and select it from the menu to open it.
  7. Right-click
    GoFileRoom Upload Documents
     and choose
    Properties
    .
  8. On the General tab, verify that
    Automatic
     is selected as the
    Startup type
    .
  9. Go to the Log On tab and choose the
    This account
     option.
  10. Specify a domain administrator account in the
    This account
     field, and then enter and confirm the password.
  11. Go to the Recovery tab and select
    Restart the Service
     from the drop-down list for all three failure fields.
  12. Select
    OK.
  13. Start the GoFileRoom Upload Documents service by right-clicking it in the Services list and choosing either
    Start
     or
    Restart
    .

Configure the upload locations

If you have Outlook, ScanFlow, or the Adobe add-in feature installed on the same computer as the Upload Server components, you don't need to do anything else. If you're using a server for your saved email and attachment uploads, you'll need to configure upload locations.
note
During the Upload Service installation, the C:\Program Files (x86)\GoFileRoom\GFRUploadDocuments\UploadDocuments folder was created. This folder must be shared, and all domain users must have Full Control access to the folder in order for the application to work.
  1. Share the UploadDocuments folder:
    1. On the computer that you installed the service, go to
      C:\Program Files (x86)\GoFileRoom\GFRUploadDocuments
      .
    2. Right-click the
      UploadDocuments
       folder and choose
      Share with
      , then
      Advanced Sharing
      .
    3. Select
      Advanced Sharing
      .
    4. Mark the
      Share this folder
       checkbox.
    5. Select
      Permissions
      .
    6. For the
      Everyone
       group, verify that the checkboxes in the Allow column are marked for the
      Full Control
      ,
      Change
      , and
      Read
       permissions.
    7. Select OK twice to close the Permissions and Advanced Sharing windows.
    8. Close the UploadDocuments Properties window
  2. Add the UploadDocuments folder to the list of upload locations in GoFileRoom.
    1. In GoFileRoom, select
      Administration
      , then
      Manage Configurations
      .
    2. Go to the Locations tab and select Add.
    3. Enter a unique name to identify the location. For example, "New York Office".
    4. Enter the UNC network path using the following convention:
      \\<ComputerName>\<SharedFolder>
      , where
      <ComputerName>
       represents the computer or server where you installed the Upload Document component, and
      <SharedFolder>
       represents the path to the folder you shared in step 1.
      Example:
      \\ScanPC\Program Files\GoFileRoom\GFRUploadDocumentsUploadDocuments
    5. Select the button in the Default column to set this as the default upload location.
    6. Select Save.
  3. Set up locations for GoFileRoom users.
    1. In GoFileRoom, select Administration, then Manager Users and Groups.
    2. On the Users tab, select the applicable user.
    3. In the
      Upload Location
       field, select the location you specified in step 2.
    4. Select Save.

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