DocuVault works seamlessly with Salesforce Communities/Portals. Given below are are some of the use cases. 

  • Customers and Partners will be able to upload documents from within Salesforce Communities
  • Salesforce internal users will be able upload documents and share them in communities so that customers and partners can access  these documents securely

You will need to have a basic working Salesforce Community setup completed before implementing DocuVault for communities. You can follow Salesforce help for Community setup.

You will have to add 2 components to the community page layout

  • Upload Component
  • Folder Structure Component

  • Click on the Builder option.
  • Click on the Components tab on the left.
  • Drag and drop the Docuvault_Upload Component on the Record Detail Page of the selected Object.
  • Different Options can be enabled and Diabled based on the Requirement.
  • In the same way we can drag and drop the Folder Structure component and Update the options based on the requirement.

Folder Structure Component : 

    • For the Folder Structure component, Please navigate to the Components on top left on the Builder page of Record Detail page of any object configured Docuvault.
    • Search for Docuvault_FolderStructure Component.
    • Drag and drop the component on the desired place of the Detail page.
    • When you click on the Folder Structure Component different options will be displayed as mentioned in the given picture below.
    • Show toaster :  If Upload files component is added to lightning page then no need to choose this option
    • Rename Folders : By Enabling this option we can rename the folders.

  • Download All Files : This Enables the option to Download all the files in all the folders.

    • Generate folder Public Link By enabling this option we can get an option to generate a Folder public links and we can share this with non salesforce users, for this option we need salesforce sites to be enabled and configured related to docuvault sites configuration and has to be updated in docuvault setup page
    •    Note : To enable folder links functionality an extra docuvault license is required, used for sites (Site guest user).
    • Generate folder password protected link : Files uploaded using DocuVault can be shared as folder Public links with a Password to Non-Salesforce Users. Salesforce users can set a password for a folder and create a URL. The generated URL can be shared with Non-Salesforce users
    • Remove folder share URLs : This feature gives us an option to remove already generated folder public or password links.
    • Change Folder : Users can swap the folder name of the uploaded document to the desired one.
    • Download Folder Files : We can download all files related to the selected folder.
    • Enable thumbnail view : This feature gives an option to view the uploaded files in tile view.
    • Download file: by enabling this you can get an option to download a single file to your local system.
    • View File : With this option you can directly preview the file if it is PDF or Image, other files will get downloaded and stored in your local system.

  • Rename File : Enabling Rename File option allows Users to change the name of the file in Salesforce to a new one.

    • Upload New Version With this option you can upload multiple versions for a file, only of the same file type. To upload versions, versioning of the bucket needs to be enabled.
    • Generate Record Public Link : Individual files can be shared with non-salesforce users using public links. These links can be accessed by anyone.
    • Generate Record Password Link Files uploaded using Docuvault can be shared with non-salesforce users by enabling password protection.
    • Note :To enable folder links functionality an extra docuvault license is mandatory(which will be charged as normal license) used for sites.
    • Upload As SF File : To copy the file from s3 to salesforce files. This functionality can be used only if the file size is less than 5mb.
    • Delete : This functionality is to Delete the record permanently from S3 and related metadata from salesforce which will strictly follow salesforce user permissions.

  • Sort By Field API : This Allows the users to sort the data in Table according to the field name given.

    • Sort Order(Asc/Desc) : The Sorting of data can be mentioned in this option to make the Workload easier for the Users.
    • Search Fields : When This option is enabled, Field API should be given in the bar below. The data will be searched from that Fields when something is searched for in the search bar that will be displayed on the top of the folder structure.

  • Table View Custom Columns : This option enables the altering of the columns in the table.
  • Hover Layout : When This option is enabled, API names of the fields has to be given and when hovered over those fields data will be displayed in a small popup.
  • Global Record Actions : A New Custom Component can be placed on this folder structure to make an action on all the records Globally.

  • The Syntax that has to be placed in box specified is 
  • {“Actions”:[{“label”:”EmailFiles”,header:”Email Files”,”component:”TVA_CFB:Docuvault_EmailFileLink”,”LabelIcon”:”utility:email”,”showHeader”:”true”,”componentWidth”:”40%”,”ComponentHeight”:”15rem”}]}
  • Record Actions : A New Custom component can be added on the record level Actions, The Syntax can be added as  
  • {“Actions”:[{“label”:”EmailFiles”,header:”Email Files”,”component:”TVA_CFB:Docuvault_EmailFileLink”,”LabelIcon”:”utility:email”,”showHeader”:”true”,”componentWidth”:”40%”,”ComponentHeight”:”15rem”}]}
  • Preview and Publish the Component.