AdvoLogix Help

How do I set up the my favorites component?

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The My Favorites lightning component allows users to view and manage a list of frequently used workspaces, folders or documents as shortcuts. The list is maintained within the NetDocuments My Favorites component and users can add or remove items either from within NetDocuments Web or Salesforce.

Deployment Use Cases

The my favorites component is designed for use within a lightning app, home page or the utility bar.

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 left side menu.

  • Header Title - [Optional] Display a title as the component heading.
  • NetDocuments Cabinet - Select a cabinet as available to you within your NetDocuments service account. Choosing a cabinet here will filter the favorites list based on items marked as favorites belonging to that cabinet.
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