Use Case Possibilities are Endless
Real Estate Teams and Home Builders can simplify and streamline the home buying and selling process with document driven workflows, automated reporting on closing documents, protected PII by automating sharing so users only see what they need to, bulk upload and tag spec home docs and images, and even create virtual tours with Experience.
Ensure legal compliance with automated reporting on NDAs that are missing signatures and contracts that are set to expire soon. Set files security and update public links without involving a Salesforce admin. Ensure that only the apporpriate parties have access to privileged information, and password-protect and set expiration dates for public links.
Deliver a more connected onboarding and employee experience with automated reporting and email reminders for missing documents and training certificates. Auto-update employee handbooks and internal resources and expire outdated versions. Track new hire onboarding with a simple upload process, document tracking and email reminders, and bulk upload and tag personnel records, employment contracts, and more.
Simplify volunteer management with a straightforward process for document upload and participation logging. Keep track of donations with easy image upload of all charitable giving. Streamline and expedite grant applications by tagging and validating application documents on upload. Use file reporting to organize images, applications and logistics for fundraisers.
Improve marketing asset organization and efficiency with bulk upload/download and campaign-specific document tagging, by ensuring the right internal and external parties can access current versions of collateral and resources, and automated reporting on document use and engagement.
The sky is the limit. Healthcare, Investment Groups, Insurance Agencies, Advertising Firms…and much more!
If you’re in an industry or department that leverages files and documents in your daily operations, FirmWorks Files can help you streamline processes, organize and manage document use, and improve efficiency.
Salesforce files that do more.
Finally, a file management tool that enhances the functionality of Salesforce files with enhanced file previews, report compliance automations, upgraded file search, bulk file upload and more.
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Frequently Asked Questions
Is FirmWorks Files compatible with Notes & Attachments?
The FirmWorks Files Managed Package is compatible only with Lightning Files.
What are the next steps after installing FirmWorks Files?
After installing the FirmWorks Files Managed Package, assign specific users the FirmWorks Files Permission Set and grant each user a FirmWorks Files License through Setup -> Installed Packages -> FileViewer -> Manage Licenses.
Create custom fields on the Content Version Object for File tagging.
Configure Lightning Record Pages on the objects where FirmWorks Files will be used to Tag & Upload Files.
Optionally, use the Configuration Fields within the FirmWorks Files Lightning Components to control default values, end user experiences, custom labels, and more.
For more details on Configuring FirmWorks Files, see the Quick Start Guide.
What is a File ‘Tag’?
In the context of FirmWorks Files, a ‘tag’ is the categorization of a file using a custom field on the Content Version Object.
- Example: A Real Estate Firm ‘tags’ photos of listings as either Commercial and Residential in a Property Type Picklist custom field.
- Example: An Insurance Firm ‘tags’ Contracts with an Expiration Date in custom field that allows assigned Agents to query Contracts with upcoming renewals and export those Contracts.
Tags should be created by System Administrators with knowledge of Salesforce field types and file querying needs.
Are there field limitations to consider for file tagging?
The following field types are not compatible with FirmWorks Files.
- Text Area (Long)
- Text Area (Rich)
- Text (Encrypted)
Where can I use FirmWorks Files within Salesforce?
The FirmWorks Files Installed Package contains a file search tab that will display all files in a Salesforce database. This provides an area to filter across records for files that share a common tag or search criteria.
- Example: A Non-Profit Organization needs to export all uploaded files of scanned images of check donations to provide for a year-end audit.
FirmWorks Files can query across all Opportunities where the file tag was set to ‘Scanned Check’ and allow for an end user to download that set of files into a local zipped folder.
The FirmWorks Files Installed Package also contains three Lightning Components that allow for tagging, uploading, and searching files directly on Standard or Custom Object records.
File Tagger and File Tag Launcher are both components that provide the ‘Tag and Upload’ features while the FirmWorks Files components provide the search, filtering, and download features.
How can files be shared to Experience Users?
The ‘Share with Experience Users’ toggle controls Experience Sharing as file(s) are uploaded to Salesforce.
What is the ‘Enhanced record access’ setting?
The ‘Enhanced record access’ toggle controls which Internal Salesforce Users can see and/or modify the File(s).
See the Salesforce Help Article that defines these File Sharing Settings.
What happens when I enable ‘Upload Multiple Documents’ and upload more than one file at a time?
When multiple documents are uploaded at the same time, all files will receive the tags/values that were selected prior to uploading.
File tags can be changed or removed after the files are successfully attached to the related record.
How can I export all files returned in my search?
In the FileViewer Lightning Component or the File Search Tab, click the gear icon in the top right corner to expose additional View and Download features.
Click the Download button for FirmWorks Files to export all files in the view into a zipped folder.
Do you have an Interesting Use Case?
It’s time to see for yourself what this powerful, customizable tool can do for you and your use case. Set up a time for an in-depth demo with one of our FirmWorks developers and let us put the control of your Salesforce files back in your hands.