Recent updates
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Navigation Options for Workspaces & Folders
Updated onArticleThe connector allows users to access their NetDocuments workspaces, folders and documents directly inside their Salesforce instance. To open and browse a workspace or a folder within our lightning components, we support custom lightning navigation and standard NetDocuments navigation user interfaces. Both navigation options have their pros and cons and can be turned on/off per user basis.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Configuration & Automation (ND)
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How do I set up the document link component?
Updated onArticleThe Document Link component allows a user to link a specific document by saving the document URL into a specific field on the record.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Configuration & Automation (ND)
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How do I set up the my favorites component?
Updated onArticleThe My Favorites lightning component allows users to view and manage a list of frequently used workspaces, folders or documents as shortcuts. The list is maintained within the NetDocuments My Favorites component and users can add or remove items either from within NetDocuments Web or Salesforce.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Configuration & Automation (ND)
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How do I set up the featured items component?
Updated onArticleThe AdvoLogix Featured Items lightning component allows users to view a list of workspaces, folders or documents as shortcuts that your administrator has configured. The list is maintained within Salesforce and users can add or remove items from the respective instance of the Featured Items component.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Configuration & Automation (ND)
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NetDocuments Connector⚡Component
Updated onArticleThe 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.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Use & Learn (ND)
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NetDocuments Document Link⚡Component
Updated onArticleThe Document Link component allows a user to navigating NetDocuments (without leaving Salesforce) and relate a specific document to a designated field on a record for easier reference.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Use & Learn (ND)
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NetDocuments My Favorites⚡Component
Updated onArticleThe AdvoLogix My Favorites lightning component allows users to view and manage a list of frequently used workspaces, folders or documents as shortcuts. The list is maintained within the NetDocuments My Favorites component and users can add or remove items either from within NetDocuments Web or Salesforce.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Use & Learn (ND)
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NetDocuments Featured Items⚡Component
Updated onArticleThe AdvoLogix Featured Items lightning component allows users to view a list of workspaces or documents as shortcuts that your administrator has configured. The list is maintained within Salesforce and users can add or remove items from the respective instance of the Featured Items component.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Use & Learn (ND)
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How to Assemble Your NetDocuments Redirect URL
Updated onArticleTo set up the NetDocuments integration, you will need to assemble a redirect url with the instructions below.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Getting Started (ND)
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Installing the NetDocuments Integration Package
Updated onArticleThe NetDocuments integration installation link will be provided by your account manager. However, if you have not received the installation link, please contact AdvoLogix Support ([email protected]).
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Getting Started (ND)