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...
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 Record Reports Auditing + Compliance Back to Documentation Upload + Tag Easily tag...
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...
Back to Documentation 0.54 Features Salesforce Content Notes Integration Manage Salesforce Enhanced Content (Notes, Enhanced Notes) Search for and tag notes with your own custome picklist fields Convert Notes to PDF to share externally Add Notes component to any...
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...
