AdvoLogix Help

AdvoLogix Setup: Files and Content

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The files and content setup area provides the settings needed to manage CRM Content and the AdvoLogix Files and Content Panel.

🧐 Do you know where to find the AdvoLogix Setup tab?  Go to the app launcher (waffle) and search for setup.  Select AdvoLogix Setup from the search results.

How can files and content be customized?

  1. Files and Content Panel will display:
    Your organization has the choice of displaying either (Salesforce) Files, (CRM) Content, or Both.  When Content or Both is selected, the Tags column of the files and content panel will be replaced with the Library column.

    💡If you do not want to assign uploaded files to libraries, then you will want to choose Files.

  2. Upload new files as? (Only visible if Both is chosen)
    You can choose to upload new files as either files or content.  Both is the default for new uploads.  

    💡If you chose to have your new files uploaded as Files, then you can skip number 3 and 4, as they only apply to Content.

  3. Default Content Library for New Content:
    Determines the default library when adding new content.  

  4. Create Chatter Post for Content Activity?
    By default, AdvoLogix posts newly added content to the matter's chatter feed. This functionality can be removed by activating this checkbox.

  5. Enable Google Drive Connector
    Enables Google Drive as an option within Related Files lightning component properties. For more details, follow this link.

  6. Google Drive Client Id
    Provide your Google Drive Client ID. To set up and retrieve your Client ID, follow this link.

  7. Google Drive Client Secret
    Provide your Google Drive Client Secret. To set up and retrieve your Client Secret, follow this link.

  8. Google Drive Redirect URL
    Provide your Google Drive Redirect URL. To set up and retrieve your Redirect URL, follow this link.

To enable the Google Drive integration within your organization please contact [email protected]

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