Quick Start Guide

FirmWorks Files: Quick Start Guide Back to Documentation Jump to: • Grant User Access + FWF Licenses • Configuration • Upload Experience • Creating + Customizing Tags • Attributes per lightning record page How to Grant User Access + FWF Licenses The first step a...

Features

FirmWorks Files: Features Back to Documentation Jump to: • Upload + Tag • Search + Filter • View On Record • Resizable Previews • Public Link Management • Enhanced Entity Sharing Management • Bulk Upload • Tag + Update Existing Documents • Enhanced Flow Support •...

Troubleshooting

FirmWorks Files: Troubleshooting Back to Documentation Jump to: • Bulk File Upload Hung Up • File Tagger Component Changes 0.24 August Release Bulk file upload appears to hang on ‘Awaiting Registration’ Experience: When choosing bulk upload the UI appears...

Release Notes

FirmWorks Files: Release Notes Back to Documentation 0.51 French language support for main components 0.50 Fix for invocable method failing without named configuration 0.49 File Searching Issue Addressed issue where Text Area Fields were ignored in search parameters...

File Reporting

FirmWorks Files: File Reporting Back to Documentation Jump to: • Configuration + Setup • Select Reports • Saving Reports • Adding/Removing Filters • Advanced Filtering • Scheduling Reports • Flows to Automate Action From • Creating Custom Reports Configuration + Setup...