This article illustrates how to add files to Content from the Content module on a Matter.
From this Content module:
- User can Upload new Content (using the Header Bar displayed in the interface).
- After Upload, user has options to specify a Workspace and other MetaData values such as Account/Matter/Category/Type (and any Custom Fields user wants to add [for more custom fields to be shown in here, user need to go to Setup -> Salesforce CRM Content -> fieldSets -> Add any new custom field he wants to show in our module])
- Here, if user does not want to store the document, he has option to Delete the content too via a Delete button.
- Sideview Tree has special working. Tree shows records in following hierarchy: Library -> Category (In here, if Library Node is clicked the Grid listing of Content filters is based on Library selected, if Category node is selected then it filters based on Library and selected Category.)
- On new Upload of Content, if a Library is selected then that Library is used automatically to store the Content.
- There is a link to View Content as well as Upload “New Version” of content. Upload new Version works same way as new upload but with a change such that it requires a Reason for uploading a new version to be specified when storing new Version.
- To make it more convenient to user, there is no redirection to any new screen from matter view.
- If grid display is looking smaller to hold content listing in matter’s integrated layout, there is a an additional link to make new Content Module Interface display in extended view which takes you to a screen with only Content Module in UI and no other details of Matter coming in from.
AdvologixPM Content Module
Navigate to a matter detail page and scroll down till you find the Advologix Content Module.
Browse for Document
Click Browse
Upload a File
Click a file and choose Open to add to browse box (or double click the file you want).
Upload
Now that your filename is showing in the Browse box Click Upload to load this file from your PC to Content.
Publish Content
GENERAL INFORMATION
- Title: Name the Content fiel
- WorkSpace: You can Choose the Workspace (also called Library)
- Description: You can provide additional information
- Tags: You can select tags
ADDITIONAL INFORMATION
- Account: You can Choose the account to relate the content to
- Matter: You can Choose the matter to relate the content to
- Category: Choose a category from the drop-down options
- Type: Choose a type from the drop-down options
- Click Publish
Confirmation
See the new content added to the list of content in your module. When clicking on the content name you are brought to the detail page for the content item.
