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Set up

Get started with GoFileRoom

GoFileRoom is a secure, web-based, and cost-effective document management application that can help you add speed and efficiency to your daily workflow. GoFileRoom provides the ability to store any type of document with user-defined indices, to quickly locate stored documents, to add annotations to documents for others to view, to email stored documents as a link or attachment, to edit Microsoft Word and Excel files, and more.
The following information provides a summary of the main areas and procedures in GoFileRoom and provides instructions for performing common tasks such as scanning documents, navigating in GoFileRoom, and accessing your firm's documents.

Security

Multi-factor authentication provides an additional layer of security for your firm's confidential data, which is stronger and more secure than a simple password. The addition of at least 1 more layer of identity verification protects you against hacking and fraud attempts. For details, go to GoFileRoom multi-factor authentication overview.

Application update information

Release notes: Regular release notes provide information about the latest changes—including Add-in updates—and enhancements for GoFileRoom.

Performing administrative tasks

The following articles provide information about common administrative tasks in GoFileRoom.

Set up the application

Important first steps for users with administrative permissions responsible for setting up workstations with GoFileRoom.
  • Verify that GoFileRoom system requirements have been met.
  • Configure your internet browser.
  • Install the the GoFileRoom Add-In.
  • Add-Ins. GoFileRoom Add-Ins enable you to integrate with other applications such as, Microsoft Office applications, Adobe Acrobat applications, and more.
  • Set up security and permissions. Users with administrative permissions can add and modify individual users and groups, disable user accounts, and more.

GoFileRoom access and configuration

  • Log into the application. After the administrator has implemented the setup tasks, you are ready to log into the application.
  • Start screen. You can choose the default screen that opens each time that you open GoFileRoom.
  • Home screen. You can quickly access workflow-related tools and features from one customizable screen that enables you to add and remove portlets, as needed. For details, go to Access tools and features from the Home screen.
  • Preferences. You can change your password, set up email notifications for workflows to which you are assigned, and specify navigation preferences.

This article applies to:

  • Product: GoFileRoom
  • Subject: setup

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