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Release notes

November 18, 2023 release notes

tip
  • You can check the status of your online applications and services (such as CS Connect and Virtual Office CS) via our Online Product Status page.
  • You have the option to receive email notifications that alert you to scheduled system maintenance and GoFileRoom updates. We recommend that all GoFileRoom customers opt in. To manage your Thomson Reuters email notifications, go to Managing your Thomson Reuters email subscriptions.

Thomson Reuters Account

A simplified sign-in experience is now available through the Thomson Reuters Account. It gives all users, including staff and clients, single sign-on access to Thomson Reuters products using 1 email and password. Two-factor authentication is now required for all users, both staff and clients, to check your identity and help make sure your account is not compromised. It adds another layer of protection, so your account safety relies on more than a simple password.
For more information including steps that should be taken before the migration, information about changing password policies, and other frequently asked questions, visit this Help and Support article.
The following changes have been made to GoFileRoom and FirmFlow to accommodate the Thomson Reuters Account upgrade:
  • Firm Administrators can create new, and edit existing GoFileRoom Users as they’ve done in the past and the Thomson Reuters Account will be created and updated properly.
  • Previously
    Log Out
     was available by selecting your name, then
    My Account
     in GoFileRoom. This has been changed to
    Sign Out
     and this option can be used to end your Thomson Reuters Account session. This option won’t terminate other Thomson Reuters applications already open and accessed, but will prompt another sign in upon accessing a subsequent application.
  • Administrators will no longer have the ability to reset a user password in the
    User
     setup of GoFileRoom.
    Password
    ,
    Verify Password
    , and
    User must change password at next login
     have been removed. When creating a new user, the Thomson Reuters Account will send an email to the User requesting a password to be set.
  • GoFileRoom Preferences have been updated to include a link
    Manage Thomson Reuters Account
     to manage account settings like your password and two-factor authentication. It is no longer possible to change the password in
    Preferences
    .
  • Multi-factor authentication controls, configuration setting, and exclusions have been removed as two-factor authentication is now required.
  • Reports
    ,
    Security Report
     will remove the
    Must change password on next logon
     and
    Force password change
     fields as security requirements are now structured by the Thomson Reuters Account and no longer apply to GoFileRoom. Multi-factor authentication Exclusions have also been removed from the application.
  • The
    GoFileRoom User Login
     field has been expanded to accept an increased number of characters and will align with the standards of the Thomson Reuters account. It is required to be a valid email address and can have up to 64 characters before the @ sign with a maximum of 256 characters total. The following rule describes the acceptable limits for an email address: [64 character email name]@[64 character domain pt1].[63 character domain pt2].[63 character domain pt3]
  • The following fields have been removed from the
    Administration
    ,
    Manage Configurations
    ,
    Security tab: Password policies
    ,
    Bot Detection
    , and
    Lockout Threshold
     will be removed.
  • GoFileRoom system accounts (API user accounts, Support user, Upload user, and Admin user) will continue to sign in with the legacy authentication credentials and process.
  • For firms with federated Single Sign-on implemented, we’ve removed the SSO URL from
    Administration
    ,
    Manage Configurations
    ,
    Security
    . The Thomson Reuters Account has been updated with your reserved domains. Staff users should always access the application from www.gofileroom.com. In addition, the option to defederate a user account no longer applies.
  • Access to the Developer Portal and GoFileRoom APIs will continue to authenticate tokens with the user’s existing GoFileRoom username and password. You won't be required to establish a Thomson Reuters Account for user accounts that are used for API development only.
For more information about managing your Thomson Reuters Account, visit: Thomson Reuters Account help.

Integration with GoSystem Tax

GoSystem Tax RS integration points with GoFileRoom now supports a federated SSO experience and no longer requires legacy credentials.

Security enhancement for federated Single Sign-on

If your firm has implemented Single Sign-on functionality, it is now possible to exclude certain security Groups from the Federated SSO experience. You can set up these options from the
Administration
,
Manage Users & Groups
,
Groups
 tab. It is also possible to remove the exclusion from the
ADMINISTRATORS
 group if your firm prefers to have all staff enjoy the federated SSO experience.

Important update: New GoFileRoom Add-in release

GoFileRoom has released a new GoFileRoom Add-in as of November 6, 2023 (version 23.3.3). This update is an optional Add-in installation and can be deployed at your convenience. The update addresses a script error message: 
An error has occurred in the script on this page. Error: Script error.
The script error message is intermittent and can be ignored by selecting
Yes
 as all GoFileRoom functions will operate as expected. We’ve given this add-in update to avoid a misleading message or distraction for your staff.
This GoFileRoom Add-In addresses a script error displayed upon sign in for organizations using the Ping identity federation for Single Sign-on. Search your Windows applications for “GoFileRoom Sign In” to properly authenticate.

This article applies to:

  • Product: GoFileRoom

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