May 16, 2024
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...
May 16, 2024
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...
May 16, 2024
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...
May 16, 2024
Back to Documentation 0.67 Enhancements File Uploads fields can now be set to be required within the File Configuration Manager. This ability gives your organization the flexibility to require fields per workflow/business unit/department and more. Combined with...
May 16, 2024
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...
