Quick Start Guide

Grant User Access + FWF Licenses Configuration Upload Experience Creating + Customizing Tags Attributes Per Lightning Record Page Back to Documentation How to Grant User Access + FWF Licenses The first step a Salesforce user will need to access FirmWorks Files is the...

Features

Upload + Tag Search + Filter View On Record Resizable Previews Public Link Management Enhanced Entity Sharing Management Bulk Upload Enhanced Flow Support Tabbed Viewer File Reporting Auditing + Compliance Record Reports Back to Documentation Upload + Tag Easily tag...

Troubleshooting

Bulk File Upload File Tagger Component Changes Back to Documentation 0.24 August Release Bulk file upload appears to hang on ‘Awaiting Registration’ Experience: When choosing bulk upload the UI appears to get hung up indefinitely on ‘Awaiting...

Release Notes

Back to Documentation 0.58 Features FirmWorks files report integration. Run reports directly from the FileViewer component – and then filter the results further. This functionality enables users to engage with many more files 0.57 Enhancements/Fixes Permissions...

File Reporting

Configuration + SetUp Select Reports Saving Reports Adding/Removing Filters Advanced Filtering Scheduling Reports Flows To Automate Action From Creating Custom Reports Back to Documentation Configuration + Setup All System Administrator based profiles can see the File...