The connector allows users to access their NetDocuments workspaces, folders and documents directly inside their Salesforce instance. Users can create files/folders, view folders/sub-folders, and edit files from the context of the records they are viewing.
What functionality does this module serve?
- The component auto detects and maps itself to a workspace in your NetDocuments cabinet based on the configuration available for the object. Every record can be associated to a workspace in NetDocuments.
- Files can be uploaded to your NetDocuments workspace or folders via drag-n-drop or from a file selection dialog.
- The list of files and folders is displayed to the user for easier operation. Users can drill down into folders with a simple click.
- New folders can be created from within the component interface.
- Preview your documents or open your workspace/folders directly in NetDocuments.
- Seamlessly check a document out and back in with NetDocuments client for desktop. A document can be checked out by simply double-clicking on it. The document will open in a local client application where changes can be made and then saved to NetDocuments with auto check-in.
Connector Component Breakdown
All AdvoLogix provided lightning components support standard navigation with workspaces and folders. Certain functions within the component will be adjusted automatically for the users when the standard navigation is enabled for browsing workspaces and folders. For more details, follow this link.
- Displays the logged-in user's basic information such as name and email.
- An action button for the user to log out.
- A basic breadcrumb informational bar, to display the current folder path from your base workspace. Each folder can be selected to jump directly into. Clicking the folder icon in the breadcrumb will take the user to NetDocuments Web.
- Workspace action menu containing various actions available within your connected workspace.
- Create a Folder - Create a new folder within your currently displayed workspace or subfolder.
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Add to My Favorites - To add the current workspace to your My Favorites list.
- A refresh action button to reload the latest content of workspace from NetDocuments.
- A user can select a file to upload or drag-n-drop a file into the current workspace or folder.
- A list of files and folders from your connected NetDocuments Workspace.
- A row action menu containing various action items available on files and folders displayed within the component.
- Open - Open a document on your local work machine in the respective client application. (The opening of documents in the local application requires installation of the NetDocuments desktop client application.)
- Preview - Go to the preview of the document directly in NetDocuments Web.
- Download - Download the document locally.
- Upload New Version - Upload a new version of the document.
- Attachments - View a list of all attachments as identified under an email. (This option is visible for emails saved in NetDocuments only.)
- Check out - Check out the document and edit it in respective client application on your work machine. The checked out document is not available for anyone else for edit during this time.
- Check in - Check in a document.
- Versions - View the version history of the document.
- Add to My Favorites/Remove from My Favorites - To add or remove the workspace, document or folder to/from your My Favorites list.
- View all information - View all information pertaining to the workspace, folder or document.
- View in browser - View the workspace, folder or document directly in NetDocuments Web.