Recent updates
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NetDocuments Integration⚡
Updated onArticleAdvoLogix provides seamless NetDocuments integration. The integration allows your organization to:
- View NetDocuments content 'in context' with your Matters.
- Create the NetDocuments Matter Workspace directly from your AdvoLogix Matter.
- Open a full page view of your Matter's NetDocuments workspace.
Please note, an existing NetDocuments account is required.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments NetDocuments Legacy Add-on
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How do activity plan dependencies work?
Updated onArticleActivity dependencies allow activities within an Activity Plan to be scheduled in a connected relationship in which the parent activity date controls the date of its dependent activities.
MATTER MANAGEMENT (MM) Use & Learn (MM) Activity Plans/Templates
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Lightning Web Security (LWS) Impact to AdvoLogix⚡Components
Updated onArticleLightning Web Security is the latest security framework within the Salesforce Platform that implements secured communication between different components across multiple AppExchange packages within your organization.
AdvoLogix has determined this security framework is not yet ready to be enabled within any organization that contains the AdvoLogix application and it's related lightning components. LWS is going to be enabled for new organizations generated after Winter '23 and in its current state LWS does not yet fully support organizations that contain both lightning aura and web components. Salesforce has also advised not to enable LWS when your organization contains both lightning aura and web components, as the component may malfunction in an undetermined way. For more details, read this article.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Knowledge Base Articles (ND)
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[START HERE]☞Integration Guide
Updated onWorkflowThis article serves as your setup guide. While you may need to occasionally switch to other articles for reference, you can always return here to continue where you left off. Take the time to plan your implementation carefully, considering factors like which objects will be hosted with the connector for displaying workspaces, and determining who will have the ability to create new workspaces.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Getting Started (ND)
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Release Notes (ND)
Updated onArticleIntroducing the NetDocuments Integration for Salesforce Powered by AdvoLogix, a new tool that allows users the ability to browse through NetDocuments Workspaces and open, edit, or download your documents from within the context of your Salesforce records.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments Release Notes (ND)
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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)