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This section allows a system administrator to change several system wide configuration options.

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Each section is described below.

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S-Drive Tab Settings

These settings apply to S-Drive tab, where files that are not associated with a particular object may be stored.

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Restrict Sharing Categories for Community User users You can modify choose the sharing rule categories that are displayed in the Share Page, for Community Users. Categories can be "Customer Portal Users", "Portal Roles", "Portal Roles and Subordinates", "Public Groups", "Roles", "Roles and Internal Subordinates", "Roles, Internal and Portal Subordinates", "Users" and must be separated by semicolon. An example input is: Customer Portal Users. Types ;Portal Roles. If left blank, all categories are listed.

Restrict Sharing Categories for Internal users You can choose the sharing rule categories that are displayed in the Share Page, for Internal users. Categories can be "Customer Portal Users", "Portal Roles", "Portal Roles and Subordinates", "Public Groups", "Roles", "Roles and Internal Subordinates", "Roles, Internal and Portal Subordinates", "Users" and must be separated by semicolon. An example input is: Customer Portal Users;Portal Roles. If left blank, all categories are listed.

URL Settings

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Copy Url Expiration Date This configuration is for setting the expiration date of created URL of file.

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Bucket Folder Configuration Clicking the “Configure” button will take you to a page where you can configure Bucket Folders for each file object. Bucket Folders allow you to control where files are stored in your AWS bucket. See Bucket Folders under Advanced Features for how to configure this feature.

Metadata Configuration Clicking the “Configure” button will take you to a page where you can define metadata for each file object. Metadata is extra data stored with the file in your AWS bucket. For more information about metadata in AWS, see AWS’s Working with Metadata help page. For information about configuring Metadata in S-Drive, see User-defined Metadata for how to configure this feature.

Manage Duplicate Filename Preferences Clicking the “Configure” button will take you to a page where you can enable or disable duplicate file upload for each file object (such as Account File, Case File, etc).

  • If duplicate filenames are allowed, a user can upload a file with the same name as a file that already exists.

  • If duplicate filenames are not allowed, the user will get one of two messages depending on their access to the file with the same name.

    • If they have delete access to the existing file of the same name, they will be given the option overwrite the file. If they choose not to, the upload will be canceled.

    • If they do not have delete access to the existing file, they will be told they cannot upload a file of the same name, and be asked to rename their file and try again.

Files with the same name are always allowed in different folders.

Tag Settings

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Banned Tags Enter tags here to ban them from being used to tag files and folders on S-Drive. Banned tags should be comma separated.

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