Version 1.7
š Added Support for CollabSpace Access for External Users via Salesforce Communities
The Mitratech CaseCloud team has added a new enhancement that allows external users to securely access CollabSpaces linked to dedicated Workspaces in NetDocuments through Salesforce Communities (SFDC portal).
Older Releases
š Added Support for Lightning Web Security (LWS)
The Mitratech CaseCloud team has enhanced the application with added support for Lightning Web Security (LWS), ensuring improved security and performance within Lightning experience. This update provides robust protection against potential vulnerabilities and enhanced resource management, offering our users a more secure and efficient environment.
š Support for Digital Experiences (Lightning Communities)
CaseCloud has enabled all its Lightning components for use within digital experiences (or Lightning communities). Administrators can share content from NetDocuments directly with Salesforce community users.
š CaseCloud NetDocuments Integration is Now Platform Shield Compliant
CaseCloud has improved the NetDocuments integration for Salesforce with Platform Shield compliance.
Introducing the NetDocuments Integration for Salesforce Powered by CaseCloud, a new tool that allows users to browse through NetDocuments Workspaces and open, edit, or download your documents from within the context of your Salesforce records.
NetDocuments Lightning App
The integration now includes a Lightning app with a pre-configured navigation menu, a collection of utility bar components, and a home page with CaseCloud Lightning components.
CaseCloud Connectorā”Component
For every record, a base workspace will be present in NetDocuments. If no workspace has been created, the user will be presented with an option to create one. This component provides access within the workspace, and users can easily open, download, or check out/in documents. For more details, follow this link.
CaseCloud Document Linkā”Component
The CaseCloud Document Link Lightning component allows a user to link a specific document by saving the document URL into a specific field on the record. For more details, follow this link.
CaseCloud My Favoritesā”Component
The CaseCloud My Favorites Lightning component allows users to view and manage a list of frequently used workspaces or documents as shortcuts. The list is maintained within NetDocuments My Favorites, and users can add or remove items from either NetDocuments Web or Salesforce. For more details, follow this link.
CaseCloud Featured Itemsā”Component
The CaseCloud Featured Items Lightning component allows users to view a list of workspaces or documents as shortcuts that your administrator can configure. The list is maintained within Salesforce, and users can add or remove items from the respective instance of the Featured Items Lightning component. For more details, follow this link.
Enhanced Navigation Support For Browsing Workspaces & Folders
The integration has added support for enhanced navigation while browsing NetDocuments workspaces and folders within Salesforce. For more details, follow this link.
Create Workspace Configurations Using An Easy To Use Wizard Guidance
The Workspace Manager uses a wizard-style interface for creating Workspace Configurations. The new wizard-based interface allows your administrator to review various options as they make sense to your internal use case and save the configuration.
Bug Fixes
Version 1.2.1
- Resolved an issue where administrators may receive an error message when adding the NetDocuments connector component to any Lightning record page.