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Requirements
S-Drive 2.25 or later
Formstack (for filled in documents and e-signature capability. Document upload will work without Formstack.) https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B53bmEAB&tab=e
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Save the settings and Go Back to the Account Page. Now you’re ready to create a Request Item.
Permissions
DocuFetch users (those who create requests) need profile permission on all DocuFetch objects as well as the S-Drive object they’re using S-Drive on.
SDrive Document Intake Requests
SDrive Document Intake Request Items
SDrive Intake Request Item Templates
SDrive Intake Request Templates
DocuFetch requests links are accessed via S-Drive Public Share. Therefore the Public Share user needs profile permission on all the above objects also.