December 18, 2023 release notes

tip
  • The most current version of the GoFileRoom Add-In is 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 that is intermittent and can be ignored by selecting
    Yes
    as all GoFileRoom functions will operate as expected. We’ve provided this add-in update to avoid this misleading message discovered on version 23.2.4.
  • This article is a central resource for CS Professional Suite, NetFirm CS, GoFileRoom, and AdvanceFlow customers upgrading from the legacy authentication process to the new sign-in experience. We continue to add videos and resources to assist your upgrade to the Thomson Reuters Account. We encourage you and your firm’s administrators to visit this resource for up-to-date news.
  • 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.
This is the last scheduled release for GoFileRoom in 2023. Thank you for your firm’s continued use and terrific feedback on areas to enhance. Our team has been working hard to improve your experience with GoFileRoom and FirmFlow. We are looking forward to continued investment in 2024 and beyond. The GoFileRoom development team wishes you a Happy New Year and profitable tax season!

General

  • We've improved the GoFileRoom sign-in process to help avoid confusion with the new Thomson Reuters Account.
    • During the sign-in process, the user will now get re-directed to the Thomson Reuters Account sign-in page if the username doesn´t exist in GoFileRoom.
    • The GoFileRoom legacy password options will only display for valid GoFileRoom systems accounts users and will not allow for editing.
  • We've corrected 2 issues in
    Document Search
    .
    1. In certain situations, the
      Edit
      icon displays light gray, as a disabled option, when the document should be available to make edits.
    2. After selecting the
      Preview
      icon nothing happens. The Preview functionality is now working as expected and spawns another browser tab for viewing.
  • We corrected an issue when attempting to create a new user in the GoFileRoom
    Administration
    ,
    Manage Users and Groups
    , then
    Users
    . It was possible to receive a warning message “Request Failed” in the final steps when attempting to save the new User.
  • We've corrected an erroneous sign-in message
    You can Not access GoFileRoom from your current location. Please contact your GoFileRoom administrator.
    IP Restrictions are now working as expected.
  • The FirmFlow API Utility has been reverted to version 2.2.7. and is now available from the GoFileRoom toolbar. If your firm is currently leveraging API services with this utility, it will be important to download and apply this version and use legacy username and passwords. This service is not supported by the new Thomson Reuters Account at this time. Check with your firm’s administration team to understand if your firm currently takes advantage of this utility.
  • The SSO URL field has been removed from
    Administration
    ,
    Manage Configurations
    , then
    Security
    . This URL is no longer applicable for Federated Single Sign-on under the new design of the Thomson Reuters Account.
  • Opening GoFileRoom and viewing the
    Home Page
    has been optimized for improved speed.

Virtual Office

The GoFileRoom Add-In within Virtual Office has been updated to version 23.3.3. This update:
  • Includes changes to support the Thomson Reuters Account.
  • Eliminates a script error that some customers would experience when printing to GoFileRoom or using the GoFileRoom Add-In.
  • Provides Virtual Office customers with the ability to email from within GoFileRoom, using the Native Outlook on Virtual Office option.

FirmFlow

When setting up information fields in FirmFlow, we understand what goes into managing and ordering your lists. We have enhanced the
Manage FimFlow
,
Information Fields
screen to now include an option to sort
Alphabetically
or
Logically
.

API and Automation

Want to do more with your GoFileRoom data? Firms are investing in their digital transformation today and letting technology take over routine or otherwise manual tasks. We encourage you to visit the Thomson Reuters Developer Portal and register. This will give you access to APIs and resources that will drive new opportunities for your firm. For more in-depth information after registration, review our Getting Started Guide.

API enhancements and issues addressed on this release

Details on the new endpoints will be posted to the Thomson Reuters Developer Portal upon release.
New endpoints
We now offer two new endpoints that provide the ability to report on the indexes impacted by Group Document or User Document security groups. This is useful to fetch all Security Groups by Client Number.
  • Get DocumentSecurityGroups {/api/v1/administration/user/getdocumentsecuritygroups}
  • Get DocumentSecurityUsers {/api/v1/administration/user/getdocumentsecurityusers}
All of the following endpoints have been synchronized to work and validate with the Thomson Reuters Accounts:
  • /api/v3/administration/user/createuser - This API lets you remove the password field from the request body. Accounts created using this API will automatically trigger an email to the new user to set their password via the new Thomson Reuters Account system.
  • /v3/administration/user/modifyuser - This endpoint has been updated to correctly update the user when modifications are made using the API.
  • /v4/administration/user/getuser - We made modifications to clearly indicate if the user is an AdvanceFlow user and removed parameters now handled within the Thomson Reuters Account.
Additional FirmFlow API endpoints
  • /V1/Workflow/Route/Users?workflowId={workflowId}&filingId={filingId} - Allows the customer to retrieve a list of users that can be assigned responsibility to a specific workflow.
  • /V1/Workflow/Users - Returns a list of users with the FirmFlow license.
  • V1/Workflow/ServiceType/Users?workflowId={workflowId}&serviceType={serviceType} - Returns a list of users associated with a workflow.
  • V1/Workflow/ServiceType/Groups?workflowId={workflowId}&serviceType={serviceType} - Returns a list of groups associated with a workflow.
  • /V1/Workflow/InformationTab/Users?folderId={folderId}&filingId={filingId} - Returns a list of users that are available in the
    Information
    tab.
Resolved items:
  • We've corrected an issue with the /firmflow/api/v1/FirmFlow/RollForward that would not allow customers to use a Group when using the
    Assigned To
    field.
  • Authentication was prohibited when IP restrictions were configured in GoFileRoom. Expected sign in is now working as expected when using development tools such as Postman.
  • Some customers experienced extra long file names when using the {/api/v1/documents/{documentId}/file} endpoint to retreive documents.
  • When using the {/api/v1/administration/user/modifyuser} endpoint group permissions were not being updated appropriately. This has been corrected.
  • The {/api/v2/firmflowreports/TrackingReportByWorkflow} was not properly filtering results upon providing a response.
  • The /gofileroom/api/v1/drawers/lookuplists/{lookupid} endpoint was providing mixed results due to commas and other punctuation.

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