FirmWorks

FirmWorks presents—FileViewer! The first in our product lineup, developed by Salesforce Experts, a native file management tool that enhances the functionality of Salesforce Files with: — Enhanced File Previews: View, update, and enter new data directly on record layouts, minimizing mistakes caused by navigating away to update record files. — Data Entry from Files: Easily read your files and translate data from a file to a tag without needless clicks and navigation. In list view, users can audit file content, or auto-complete data in rows quickly streamlining the data entry process. — Report Compliance Automation: FileViewer allows you to report on existing and missing files, as well as schedule reports to fire automation for various user calls to action (like signing compliance paperwork). — Bulk File Upload: Gone are the days of adhering to Salesforce's 10 files per upload limit. Fileviewer allows users to upload thousands of files at once, simultaneously tagging and sharing them. — Upgraded File Search: List view supports side-by-side content viewing, and allows users to make updates to data directly in file search. — Public Links and Sharing: Access Public Link Generation and File Object sharing directly from the FileViewer interface. (Available for a free 15 day trial in the app exchange)