Welcome to Files on Film: How-To & More, your backstage pass to everything FirmWorks Files. Inside, you will find bite sized videos that show you how to navigate the platform, explore new features, and unlock powerful tools. From quick wins to deep dives, this is where smarter file management meets simple, on demand learning.
Unlock More with FirmWorks Files
New to FirmWorks Files? Want to know if you’re using every feature to its full potential? Curious about what’s new and how it can make your day easier? Looking for faster ways to organize, manage, and surface the files that matter most? Below you’ll find bite sized, practical videos that walk you through how to use the platform, highlight powerful features, and introduce the latest enhancements designed to streamline your workflow.
Press play. Discover what you might be missing. And start working smarter with FirmWorks Files today.
I want to know how to . . .
- Assign Licenses and Permissions
- Create a New Configuration
- Create a New Report
- Create a New Tag
- Add FirmWorks Files Component to an Object Page
- Add Record's Content Viewer to an Object Page
- Share a file to Other Objects using FirmWorks Files
- Set-up a Scheduled File Report Run
- Generate a Public Link using FirmWorks Files
- Create a File Report Schedule Platform Event Flow
- Create a File Events Document Link Platform Event Flow
- Add the File Report Result Component to an Object Page
- Add Report Runner for Record Component to an Object
- Add File Tagger Button for Upload Component
- Add File Tagger Component to an Object Page
- Add Get Public Links Action to a Salesforce Flow
- Add Headless Report Result Action to a Non-Screen Flow
- Add File Components to a Salesforce Screen Flow
The Power of Mass File Actions
- Stop Searching. Start Finding Your Salesforce Files.
- Still Sharing Salesforce Files One at a Time?
- Need to Upload Salesforce Files in Large Batches?
- Want to Download Salesforce Files in Bulk?
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.
