General Settings

Owned by Claire SanNicolas
Last updated: Jul 01, 2021
7 min read

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

S-Drive Tab Settings

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

 

Enable Download Enables "Download", "Open" and "Zip & Download"

Enable Chatter Enables Chatter feature

Disable Copy URL on S-Drive Tab Copy URL item menu action will not be shown for files if checked

Enable Email on S-Drive Tab Enable Email feature.

Disable for portal users This configuration is used to disable email feature only for portal users if it is enabled for internal users. So, if it is disabled for all users ("Enable Email on S-Drive Tab" is checked), it cannot be checked/unchecked.

Select page size for S-Drive tab Choose how many files are shown per page

Enable Folder Tree on S-Drive Tab – Classic Choose to show or hide the folder tree. If you have many folder levels, checking this box can save time loading the page.

Enable Manual Sharing controls whether manual sharing is allowed on S-Drive tab files.

Enable Inherit Sharing Checkbox on S-Drive Tab* controls whether the Inherit Sharing checkbox is shown or hidden when creating subfolders and uploading files. If checked, it is shown.

Enable Inherit Sharing by Default on S-Drive Tab* controls whether the Inherit Sharing checkbox is checked or unchecked by default. If you hide the Inherit Sharing checkbox, you still need to use this setting to determine whether Inherit Sharing is true or false when subfolders are created and files are uploaded.

*New in Release 2.8.1

Mail Settings

 

Custom Email Footer This configuration will allow a system administrator to change the system wide S-Drive Email footer. The default email footer that is added to your email messages is "Attachment is stored online at S-Drive. To open this file, just click the link above."

Default Email Expiration Time This configuration will allow a system administrator to change the system wide S-Drive Default Email Expiration Time when sending email from the S-Drive component. If you do not set this value "Never Expires" is selected by default in the email screen. If you set a value, it will be displayed to all users that are using email screen. Users can always modify the email expiration time while sending the emails.

Embed Thread Id in Case Emails By setting this configuration, it adds thread id into the email of the case file. So, replies to that e-mail message are recorded in the Activity History of the same case and attachments in the replies are saved in the same case. This configuration is useful for the organizations that are using S-Drive Email Agent.

Case Email Reply-To Address Reply-to address for case related emails sent out via S-Drive. Usually this email address is the general support email address. This configuration is useful for the organizations that are using S-Drive Email Agent.

File settings

Max File Size in MBs This configuration will allow a system administrator to change the system wide behavior of max file size limit for uploads. File size limit is actually 5TB per file; however, due to Flash plug-in and browser limitations, the practical limit for file upload size via the browser is 2GBs. With this option, the user will be limited to a file size for each file. So, if you set maximum file size to "10". Users won't be able to upload files greater than 10 MBs.

If users try to upload a file greater than the limit, they will see an error message saying "Files greater than XYZ cannot be uploaded!” 

Enable File Activities File Activities feature is a way to track the user activities on all file records in S-Drive. Actions such as Download, Open, Copy URL are stored in File Activities objects and can be easily tracked inside S-Drive or with Salesforce Reports. They can be configured for different types of activities separately for your S-Drive file objects. The user and activity time are also recorded as well as the activity type and additional details if there are any.

Enabling File Activities will consume data storage on your Salesforce organization.

The dropdown list shows all object files for objects using S-Drive. (See Note below if your file object is not on the list.) Choose the object file to configure from the dropdown list. Then select the activities you want recorded by moving them from Available Activities to Selected Activities. Click Save at the top or bottom of the page, then repeat for other object files you wish to use File Activities on.
The list of available file activities are as follows:

  • Download

  • Download SUrl

  • Generate SUrl

  • Open

  • Copy URL

  • Zip and Download

  • Preview-Expand

  • Preview-Detail

  • Upload

  • New Version

  • Email Sent

  • File Lock Service

  • Share

Note that for Custom Objects, if the file object is not present in the above picklist, please create a lookup relationship in File Activity object with that the desired S-Drive file object. You can create the relationship from Setup > Objects > File Activity > Scrolling to "Custom Fields & Relationships" section > Clicking on "New" button > Select "Lookup Relationship" and select your desired file object as "Related To" from the picklist provided.

 

User Settings

Change File Click Behavior This configuration is used what happens when a file name is clicked on. Check the checkbox to open a file after it is clicked on, uncheck it to preview a file after it is clicked on.

Restricted Portal User Profiles These are Salesforce.com user profiles that are specifically for portal users. User profiles can be "Standard", "Partner", "High Volume Portal", "Customer Portal User", "Customer Portal Manager" and must be separated by comma. By specifying a profile in this configuration, you can prevent access to "private" content for these profiles.

Only Allow Users with Modify All Permissions to Create Items at the Top Level This configuration is used to only allow users with "Modify All" permissions (mostly system administrators) to create items at the top level (Home). If this is unchecked all users can create files/folder at the top-level if they have enough permissions. If this is checked standard users won't be able to see "Create Folder" and "Upload File(s)" buttons in the "Home" page of S-Drive Tab.

Restrict Sharing Categories for Community User You can modify the sharing rule categories that are displayed in the Share Page, for Community Users. Types 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.

 

URL Settings

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

Open/Download Url expiration time This setting determines how long a link will last when a file is opened or downloaded. This is for added security, so that if users copy the url from their browser and share it, you can limit how long that link will work. The default is 600 seconds (5 minutes.)

 

Upload Settings

 

Enable Auto Upload This configuration is used to enable Auto Upload files without clicking Upload button in file upload window. With this feature, files will upload just from adding them to the upload window or dragging and dropping them.

NOTE: If there is a required field in one of your objects, auto upload will be disabled. For this setting to work properly, you must refresh all displayed fields and add the required fields to Displayed Fields from Customization Settings.

 

Enable Dropzone This setting enables the drag and drop feature for uploading files

Enable Version Upload This configuration is used to activate versioning. After enabling versioning, S-Drive will allow you to upload different versions of files. You will be able to see and manage the versions of your files. Please note that once versioning is enabled, you can't disable.

Default Upload Manager This configuration is used to set the default upload manager for the whole organization. Possible values are "Html", "Html with Popup" Default value is "Html".

Tag Settings

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.

Other Settings

 

Daily batch jobs execution time SQueue is a an S-Drive service that executes batch jobs at 00:00 automatically if there are any. You can change execution time of batch jobs in this section. Check your Salesforce system time to set this value. You can check your default system time from Setup > Company Settings > Company Information > Default Time Zone. Daily batch jobs execute the deletion of previews of the files having multiple pages, the copying of files during the lead conversion process, retention policy jobs, and deleting shortcuts when the underlying file has been deleted.

Enable Copying S-Drive Files and Folders When Converting Leads To This configuration is used to enable users to choose where to copy S-Drive files in Leads when a lead is converted. Available options are Accounts, Contacts and Opportunities. See Lead Conversion with S-Drive Files for details.