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 Salesforce user will need to access...

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 • Tabbed Viewer • File Reporting...

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 to get hung up indefinitely on...

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 Upload Issue Addressed...

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 All System Administrator based...