Complete the six setup sections below to configure Docrio. Each section must be completed before you can begin managing documents.

1. Assign Permission Sets

  • Admin: Docrio Admin
  • End User: Docrio End User
  • Template Builder:  Docrio Template Builder

2. Objects & Display Fields

Select which objects Docrio supports. Docrio can support up to 50 Salesforce Objects. Once added, you will be able to update the Lightning Record Page for each object to contain the Docrio custom component, Docrio File Viewer.

  1. Navigate to App Launcher > Admin Settings (Docs) > Objects & Display Fields.docrio_obj_display_fields.jpeg
  2. Scroll to the bottom and select + Add Object. A modal appears.
  3. Search and select an object.
  4. Select a Display Field for the chosen Object. (See following section for an explanation of Display Fields.)docrio_add_obj.jpeg
  5. Select Add.
  6. The object is now added to your Current Objects list.

Display Fields

Display Fields enable you to select a human-readable field for searching through related records. This is done from the Advanced Search.

For example, instead of searching by a record’s default Salesforce ID, such as INT-0005, you can set the Display Field to the Display Name field, which would read “Lois Lane 8/2019 Automoile Accident.”

3. Views and Columns

Set up the default View for your users, so that this view is always the first to load when they view documents on a record.

You can also add and remove the columns included within each view.

Default View

  1. Navigate to App Launcher > Admin Settings (Docs) > Views and Columns.docrio_views_n_columns.jpeg
  2. Choose from the Default View radio buttons:
    • Category: Displays a folder system for all files associated to a record.
    • Favorites: Displays user’s favorite files associated to a record.
    • List: Displays list of all files associated to a record.
  3. Your selection is automatically saved and viewable across all Current Objects.

Add/Remove Columns

Customize the columns for each view in Docrio (Category, Favorites, List). Column order is determined by when they are added. You can delete the columns to re-organize them at any time.

  1. Navigate to App Launcher > Admin Settings (Docs) > Views and Columns.
  2. Toggle between Category, Favorites, and List.
  3. Select the + Add Column button to add a column for your chosen view.
  4. Select the Trash Can icon on a column header to remove the column.
  5. Changes are automatically saved.

Note: The File Name is a required column and cannot be removed.

4. File Actions

Determine which Salesforce Profiles can perform actions within Docrio.

Available Actions

  • Copy
  • Delete
  • Download
  • Edit
  • Move
  • Preview
  • Upload*
  • New Version*
  • New History
  • View Versions

*To upload files to Docrio, a user must have both Upload and New Version permissions.

Assign File Actions

  1. Navigate to App Launcher > Admin Settings (Docs) > File Actions.docrio_file_actions.jpeg
  2. Find and select the User Profiles used by your organization.
  3. Add/Remove permissions needed for each user profile by selecting each checkbox.
  4. Changes are saved automatically.

5. Advanced Search Fields

Add or remove fields displayed in the Advanced Search panel found in Docrio. To only see a list of currently enabled fields, select the Only Show Enabled Fields checkbox.

  1. Navigate to App Launcher > Admin Settings (Docs) > Advanced Search Fields.docrio_adv_search_fields.jpeg
  2. Toggle on/off each field as desired.
  3. Changes are saved automatically.

Note: The File Name and the Related To fields cannot be removed from the Advanced Search options.

6. Add Docrio to Lightning Record Pages

Once you have completed sections 1-4, you are ready to add the Docrio Lightning Component (Docrio File Viewer) to your record pages.

  1. Navigate to a currently supported object (found in the list from section 1).
  2. Open a record. For example, a single Matter record.
  3. Select the Setup Cog icon > Edit Page. This brings you to the Lightning App Builder.docrio_edit_page.jpeg
  4. In the Lightning Components panel, scroll to Custom.
  5. Drag the Docrio File Viewer component onto the page.docrio_file_viewer.jpeg
  6. Select Save.
  7. Select Activate if this record page has never been activated.
  8. Select Assign as Org Default to make it a default global page for all users.
  9. Select whether this Lightning Record Page is for desktop, phone, or both.
  10. Select Next.
  11. Review and Save.

Repeat this section for every supported object.

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