AdvologixPM Documents App is an app which stores all documents, PDFs, Files, Images, and as library which holds documents in folder format that relates to object for example Matter. From our app you can upload documents, and attach to objects like custom object report type; by adding DDP which can be run for created object. In AdvologixPM Documents App you can merge documents, and upload them, run either in PDF, Download facility is also available.
AdvologixPM Documents App gives you a quick access for your documents, files, etc. It includes the following Tabs:
- DDP
- Libraries
- Content
- Subscriptions
- Documents
DDP
A DDP (Dynamic Document Package) allows you to use 1 or more PDF, Word and other merge templates to output complete forms, contracts or other documents. This wizard allows you to create a DDP, select its options and configure the templates in the DDP.
Libraries
Clicking the Libraries tab opens the libraries home page. On the home page you can access your personal library, create new libraries in Salesforce CRM Content, choose a specific library to view or edit, and analyze library usage and activity. The libraries home page has two tabs: Shared Content, which provides information about shared libraries, and My Personal Content, which contains information about your personal library.
Content
With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs
Publish and share official corporate files with coworkers and deliver them to customers.
Create, clone, or modify a sales presentation and save it so only you can see it and work on it. When you're ready, publish it so other users in your company have access to it. Create a content pack and send it to customers.
Supported File Types
- All
Maximum File Sizes
- 2 GB
- 10 MB for Google Docs
- 10 MB for email attachments
- 38 MB when uploaded via the API
- 10 MB when uploaded via Visualforce
Subscriptions
Clicking the Subscriptions tab displays the Subscriptions home page, where you can view your Salesforce CRM Content subscriptions and toggle them off or on.
To subscribe to a file, content pack, Web link, or Google doc, view its content details page and click Not Subscribed. From the content details page you can also subscribe to a tag, author, or library by using the drop-down menus next to the tag, author, or library name.
On the Subscriptions tab, click the Content, Tags, Authors, or Libraries subtabs to view your subscriptions. Depending on your notification settings, you are notified of changes to your subscribed content via real-time emails or a once-daily email.
Tip:To configure your notification settings, go to Your Name | Setup | My Personal Information and click Edit. Choose Receive Salesforce CRM Content email alerts. If you want to receive a once-daily summary rather than real-time email alerts, also select Receive Salesforce CRM Content emails as daily digest.
Subscriptions generate the following notifications:
If you subscribe to a file, you are notified when a viewer adds comments to the file or when a new version of the file is published. If you subscribe to a Web link or Google doc, you are notified when comments are added but not when the link is changed or the doc is edited.
If you subscribe to a content pack you are notified when a new version of the pack is published. Unless you are subscribed to the individual files within a content pack, you are not notified when new versions of the files are published.
If you subscribe to a tag, you are notified of any newly published content that is associated to the subscribed tag. To be notified that new versions of the tagged content are available, subscribe to the content.
If you subscribe to an author, you are notified when the author publishes new content. To be notified that new versions of an author's content are available, subscribe to the content.
If you subscribe to a library, you are notified when new content is added to the library, including existing content that has been newly linked to your subscribed library. To be notified that new versions of the library content are available, subscribe to the content.
Documents
A document library is a place to store files without attaching them to accounts, contacts, opportunities, or other records. Each document in the document library resides in a folder. The folder’s attributes determine the accessibility of the folder and the documents within it.
Store Web resources, such as, logos, DOT files, and other Visualforce materials in folders without attaching them to records.
Add a custom logo to meeting requests by uploading your logo to the Documents tab.
Supported File Types
- All
Maximum File Sizes
- 5 MB
- 20 KB for a custom-app logo