AdvoLogix Help

How do I set up the document link component?

Updated on

The Document Link component allows a user to link a specific document by saving the document URL into a specific field on the record.

Deployment Use Cases

The document link component is designed for use within lightning record pages.

Deployment Options

Navigate to the gear icon and select Edit Page.  You are now in the lightning page editor and will find the document link component in the list of components in the side menu on the left.

  • URL Field - Select a field to store the URL of the document that the user selects within the component.  Text and URL fields can be used here.  Normally, a text field is used for reporting or when hyperlinks are not wanted.
  • Login As - Optionally, provide a user to automatically authenticate all iManage Work related operations within the component. The provided user must be enabled as Secured Login within iManage Setup. For more details follow this article.

When the Library Name is provided within the app builder deployment options, workspace operations are executed within the specified library, otherwise the workspace operations are executed within the library specified in the iManage Workspace Manager configuration for the object.

When a Login As user is provided within the app builder deployment options, all operations related to iManage Work are performed on behalf of that selected user. The current user cannot log in or log out from iManage Work from within the component. 

If the provided secured logged in user logs out from their environment, then the user is logged out from all instances of the components where the secured login has been setup to use as via the Login As option.

Previous Article How do I set up the connector component?
Next Article [START HERE]☞Integration Guide
Still need help? Click here!
AdvoLogix® is a registered trademark of LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of LLC. All Rights Reserved.