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Change drawer properties
If you have administrative privileges, you can edit GoFileRoom drawer properties. For example, you can change a drawer's name and description, disable a drawer, or change the order in which drawers are displayed.
If you'd like to add a new drawer, contact Support.
- Select Administration and then Manage Fileroom.
- On the Fileroom tab, select the drawer to modify.
Available drawer properties
Setting | Description |
|---|---|
Arrow buttons | Select the arrows to move the selected drawer up or down in the drawer list of the Manage FileRoom tab. These changes are applies to any areas of GoFileRoom that list your firm's drawers. |
Drawer name | Select this field in the selected drawer image to edit or change the drawer name. |
Description | Select this field to edit or change the drawer description. |
Edit Word & Excel | Mark this checkbox to allow users with appropriate privileges to edit Microsoft Word and Excel files from within GoFileRoom. Note that when this checkbox is marked, the Last Modified and Checked Out columns are included in the document search results lists (requires the Microsoft Office Add-In). |
Edit PDF | Mark this checkbox to allow users with appropriate privileges to edit PDF files. Note that when this checkbox is marked, the Last Modified and Checked Out columns are included in the document search results lists (requires the Adobe Acrobat Add-In). |
Edit Other | Mark this checkbox to allow users to edit files in GoFileRoom other than Word, Excel, or PDF files (requires the Control Panel Add-In). |
Disabled | Mark this checkbox to disable the selected drawer. Disabled drawers do not appear in the drawer lists within GoFileRoom and are otherwise inaccessible. |
Versioning | If Version Control has been enabled for your firm, mark this checkbox to enable versioning functionality for the selected drawer. Contact Support to have versioning enabled for your firm. |
Restricted | When marked, this read-only checkbox indicates that the selected drawer is restricted for use. This setting cannot be modified by the Administrator. If this checkbox is marked and you need additional information on this setting, contact Support. |
TaxSort | Mark this checkbox to enable TaxSort functionality for the selected drawer. |
If a firm is requesting that Version Control be enabled, enter a Resolver Request that includes the Firm ID and Database ID. Leave your ticket open and follow up with the firm after the Resolver has processed the request.