AdvoLogix Matter ManagementUser Guide AdvoLogix SetupAdvoLogix Setup: Files and Content

AdvoLogix Setup: Files and Content

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

(new in Spring 2016)

How can Files and Content be customized?

How can Files and Content be customized?

 

  1. Regarding the Files and Content panel, 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 (new in Fall 2016).

  2. If Both is chosen as an option, which is the default for new uploads (Files or Content).

  3. Determines the default Library when adding new Content.

  4. By default AdvoLogix posts newly added Content to the Matter's Chatter feed. This functionality can be removed by activating this checkbox.