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  • If your system administrator set a before delete trigger for your object you cannot delete an object which has object files attached. You'll get an error message if you try to delete this kind of object. You need to delete object files first, and then you can delete the object.

  • You can use "<Your Object Name> Files" feature from "Customer Portal" also. After making required configuration for customer portal (See S-Drive Admin Guide and S-Drive Customer Portal Guide for more information), your customers can add object files to your objects using "Customer Portal Interface".

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Online Editing (Open in Microsoft)

Online editing allows you to open Word, Excel, or PowerPoint documents in Microsoft, and edit them without having to download and re-upload them.

Online Editing must be configured and enabled by your System Administrator.

To use Online Editing:

  • Click the down-arrow on the Action menu and click “Open in Microsoft Word” or Excel or PowerPoint depending on the type of file.

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  • Read the End User Agreement popup and click “Continue to Office.”

  • The file will open in Microsoft in a new tab and you can edit it. It will autosave the changes as you work.

  • Back in S-Drive, the file will show locked for editing with a lock icon and pencil icon in the status column.

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  • While the file is locked for editing, if anything goes wrong or you’d like to end the editing session without saving your changes, you can click the down-arrow on the Action menu and choose “Abort Online Edit.”

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  • When you have finished editing, close the browser tab

  • Your file will be saved as a new version in S-Drive and the file will be unlocked.

S-Drive Advanced Search

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S-Drive that Advanced Search helps to perform improved search functionality in object files. AdvancedSearchPage and AdvancedSearchComponent created for that. You can use AdvancedSearchComponent with your own VF pages. You can access to this feature using S-Drive Advanced Search tab.

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