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Configuring DocuFetch on Salesforce
1. Add a lookup field if using a custom object
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Skip this step if you are using DocuFetch on Accounts, Cases, Contacts, or Opportunities. |
You must define a relationship between your object and DocuFetch with a lookup field on SDrive Document Intake Request:
Go to Setup
In Object Manager, find SDrive Document Intake Request object
Go to Fields and Relationships and click New
Add a Lookup field to your custom object
2. Add DocuFetch to your object Lightning page
Edit the Lightning Record Page of an object you want to use DocuFetch with. In the example, we’ll use Account.
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Title: The heading that will show on the component. If blank, the heading will be DocuFetch Requests
File Object Prefix: For S-Drive out-of-the-box objects (Account File, Case File, Contact File, Lead File, Opportunity File) this will be cg__. For Custom object files, it will be blank
File Object Name: the S-Drive File object where DocuFetch files will be stored, such as AccountFile__c.
Parent Object Relationship Name: The API name of the lookup field from Document Request object to the object you’re relating it to. In this example, we’re using DocuFetch on Account, so the lookup field is cg__Account__r. For a custom object, it’s the name of the field you set up in step 1.
Save the settings and Go Back to the Account Page. Now you’re ready to create a Request Item.
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DocuFetch requests links are accessed via S-Drive Public Share. Therefore the Public Share user needs profile permission on all the above objects also.
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