Docrio Extension App - DocAssign
DocAssign allows Docrio users to easily bulk upload documents into Docrio, parse and assign them to the necessary record. Users no longer need to know the record ahead of time. This is particularly great for organizations that scan and want to process inbound mail and letters.
Install the Docrio Extension App—the latest release can be found here
If you have already installed this extension for Docrio Edit, you can skip to Step 3
Open Docrio Edit by clicking the icon in your computer's program tray. Toggle to the settings tab. Make sure you have 'Production' selected from the environment dropdown, and click 'Login'.
If you're already logged into your Salesforce or Litify account you'll be logged in automatically. Otherwise, please log into your org using your credentials.
Once you're logged in, navigate to the section in the settings tab titled ‘DocAssign Local Folder Selection’. When you click ‘Change’ a dialog box will open and prompt you to select the folder you want to use for DocAssign sync. Any files in this folder will sync directly to your DocAssign tab in Salesforce and Litify.
There is an additional setting titled ‘DocAssign Local File Settings’, where you can specify what happens to the file once it has been uploaded to DocAssign. If you check the box, the file will be deleted from your computer once it has been uploaded to DocAssign. If the box is left unchecked, the file will remain on your computer.
Find Docrio in the app launcher within Salesforce or Litify. Click Docrio and navigate to ‘Docrio Admin Settings’.
Select ‘Views and Columns’ from the menu on the left, under the heading 'DocAssign Settings'. Here you can pick the columns which will show up on the DocAssign tab. These columns help users assign each file to the correct record.
These columns default to the views and columns used within Docrio, but can be replaced using the trash can to delete a column and the plus sign to add a new one.
Please note: 'File Name' and 'Related To' cannot be removed.
How to use DocAssign:
Place file(s) into the folder you've selected and configured as your DocAssign folder on the settings tab of the extensions app.
You can see the progress of the files syncing on the DocAssign tab of the extension app, as well as a history of what you have previously uploaded.
Find DocAssign within Docrio in the App Launcher on Salesforce and Litify.
The 'Unassigned Tab' in DocAssign shows all of the files across your organization which have been uploaded via the DocAssign extension app.
When you click the eye icon on the right, a preview of the file will show along with the 'File Info' and 'File History' tabs.
Users can rename files if necessary. The name of the file which initially appears in DocAssign will be the name of the file when it was put into the DocAssign folder.
In order to assign files to a record, the ‘Related To’ field must be filled in. You can click this field and search the default object, or click on the blue box and arrow to pick a record from a different object.
Once a record has been selected, the file is ready to be assigned. If there are more columns present, such as 'Category' and 'Subcategory,' can be filled out as well, but are not required.
To assign a file, click the arrow on the far right at the end of the row. This will send the file to the record specified.
DocAssign Assigned Tab:
Once a file has been assigned to a record, it will be removed from the 'Unassigned Tab' and placed on the 'Assigned Tab.' Files will appear on the 'Assigned Tab' for 24 hours.
Files can not be unassigned once they have been assigned to a record. However, from the 'Assigned Tab' you can click 'Related To' and it will take you directly to the record. From there a file can be moved.
If there are multiple files within DocAssign which belong to the same record they can be bulk assigned.
Check the box to the left of 'File Name' for each file you want to assign to the same record.
After multiple files have been checked, the 'Related To' column will un-gray. Pick the 'Object' and 'Record' which the files belong to.
Once 'Related To' has been filled out, additional columns—such as 'Category' and 'Subcategory'—will un-gray as well.
Once you've made your selections, click the copy icon next to each section, which will copy your values to each individual file row.
After all details have been filled out for your files, the 'Assign' button on the top right of DocAssign will be clickable. When you click 'Assign,' all of the files checked off will be assigned to the record you specified.