GoFileRoom Integration

The GoFileRoom integration allows users to map SafeSend Returns e-signed documents to specific drawers and indexes. The files can then be sent directly to GoFileRoom from the Delivered Returns report. 

Requirements to use the Integration

To use this integration, the firm must have an active GoFileRoom account. 

Permissions

Users need to be granted permission in order to access this feature. 

Please note:

Only System Admins have access to the Account Management and User Management sections.

Users must also have permissions in GoFileRoom to upload documents. 

To edit users in bulk, see our User Management: Bulk Import or Edit Users article. 

Create a Custom User Group

1. Click the Navigation Widget in the top right corner.
2. Select Account Management.
   • A new tab opens.
3. Select User Management.

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4. Click the User Groups tab.
5. Click Add User Group.
6. Add the Name of the group.
7. Add Description.
   • This can be a general description of what roles this group has.
   • There is a character limit of 100 for this field.
8. Select the Roles to be applied to the group.
   • Apply only Send to GFR OR
   • Create a custom group with additional permissions.
9. Select Add Group. 

   • 

Add Users to the Group

1. Click the Navigation Widget in the top right corner.
2. Select Account Management.
   • A new tab opens.
3. Click User Management.

   • 

4. Click Edit in the Actions menu of the user to be updated.
5. Click the GoFileRoom checkbox in the User Group section.
6. Click Update to save any changes made.

Enable the Integration

Please note:

Only System Administrators have access to the Product Settings section.

1. Click the Navigation Widget.
2. Click Product Settings.
3. Click General in the left panel.
4. Click Login to GFR.
5. Enter your GoFileRoom Email ID.
6. Click Verify.
7. Enter the Access Code sent to your GoFileRoom Email ID.
8. Click Confirm.
9. Select a Drawer.
10. Map items to the correct GoFileRoom Index.
11. Click Save to apply your mapping choices.
12. Click the Map Account gear icon to adjust mapping at any time.

Mapping

Any indexes marked as Required Fields in GoFileRoom must be mapped in SafeSend. All other GoFileRoom Indexes in SafeSend can be left blank. 

An asterisk in GoFileRoom indicates required fields. In the example below, Client Name, Client Number, File Section, Document Type, and Document Date are required and must be mapped in SafeSend. 

When additional information is to be entered, like for Document Type and File Selection, the text in GoFileRoom must match the text entered in SafeSend (ex: E-FILE AUTHORIZATION). 

Send to GoFileRoom

Signed documents can be sent to GoFileRoom from the Delivered Returns dashboard. 

Please note:

The client must exist in GoFileRoom to send their documents with this integration.

Users must also have permissions in GoFileRoom to upload documents. 

The client name and client number in GoFileRoom must match the client name and client ID in SafeSend. 

Sending documents to GoFileRoom does not change the Downloaded status in SafeSend. 

Send Items Individually

1. Click the Action (...) menu. 
2. Click Send to GoFileRoom. 

Send Items in Bulk 

1. Check the box to the left of the taxpayer's name.
2. Click the Send to GoFileRoom button above. 

Reporting in GoFileRoom

Signed documents can be found in the documents section of GoFileRoom. 

Locate Documents

1. Navigate to Search Documents. 
2. Enter INDEXES information. 
3. Click Search.
4. Check the reporting information to locate the item. 
   • The values displayed depend on your mapping choices in SafeSend. 
   • The Description field will be blank or contain your firm name. 
   • The Document Date section will likely display the date the document was signed in SafeSend, not the date the documents were uploaded. 

Related Articles

GoFileRoom Integration Troubleshooting

Product Settings Overview

Delivered Returns: Action Menu

Delivered Return: Bulk Action Icons