New Features

DocuFetch

DocuFetch provides end-to-end document management by providing a way to:

• Create a request asking for particular documents to be uploaded

• Send the request link to a user outside of Salesforce, which will provide an upload button for each requested document

• Allow the user to upload one or more documents, including documents that are pre-filled in via merge fields and documents that have been signed via e-signature by the user

• Approve or reject the received documents, and request another document if one is rejected

• Store the user-uploaded documents in S-Drive

• Create document request templates to be used over and over again

Learn to configure and use DocuFetch

Read more about our DocuFetch end-to-end document collection solution:

• Top 5 Best Ways to Streamline Document Collection for Financial Professionals - S-Drive

• How Document Collection Process for Salesforce Saves Time and Money

Enhancements

Email

The S-Drive Email “To” field now features type-ahead and will be a contact record, rather than just a text email address. This will allow the recipient information to be used for merge fields in an email template.

Open

The Additional To field can be used for either internal or external users. When clicking the search icon, Contacts associated with the record will be listed first. to make finding them easier.

Portal Connection User no longer needs Modify All Data permission

In your S-Drive Portal Account, the user used to connect S-Drive no longer needs to have Modify All Data permission. This increases security. The user must still have Customer Application, Send Outbound Messages, and access to S-Drive’s apex classes and custom settings definitions. See Installing and Activating S-Drive for details.

File List clickable columns

Until now, the file name was the only clickable column in the S-Drive component. When you click file name, it either shows the file details or opens the file, depending on your configuration.

Now you can make other columns have that behavior. This can be useful if you have a custom field that translates the file name to another language, and you want that custom field to be the one users click on.

See

See Column Settings: wrapping headings, column widths, clickable columns for more information

Folder Tree Expand/Collapse

You can now easily expand and collapse the folder tree.

Bug Fixes

• Fix Breadcrumbs should not show folders above the folder that was shared via public share

• Fix public share links not opening on mobile

• Fix apostrophe in file name causes error in Lightning Upload

• Fix upload fails when OWD is public read/write

• Fix Copy URL expiration date not respected for long urls on Lightning

• Fix repetitive error message when deleting nested folders without permission

Deprecated

None

Retired

None