The Connector component allows users to access their NetDocuments workspaces, collabspaces, 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.
Deployment Use Cases
The connector component is designed for use within a lightning record page.
Deployment Options
Navigate to the gear icon and select Edit Page. You are now in the lightning page editor and will find the connector component in the list of components in the left side menu.
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Workspace Template Name - [optional] Provide a NetDocuments Workspace Template Name that overrides the Workspace Mapping Configuration provided value, to be used to setup a new Workspace that is created from within the component.
- Display Mode - Select whether the connector displays the connected workspace directly or let users find and connect to CollabSpaces within the workspace. Supported values are Workspace or CollabSpace.
When deployed in context of a Digital Experience (i.e. Community), an additional Redirect URL option is available which should include a Redirect Url relative to the community this component is being deployed in.