Docrio Admin Setting Overview

This guide outlines the configuration options found on the Docrio Admin Settings page. These settings can help with the initial setup of Docrio, as well as help users to customize their Docrio experience to best suit their firm’s needs. 

As a reminder, Docrio is a document management solution which can be applied to any object in Salesforce, such as Matters, Intakes, and Accounts.

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Required Permissions

Below is a list of requirements and permissions necessary for configuring and using Docrio.

  • You must be a Salesforce Administrator to configure Docrio.
  • Admins need the Docrio Admin permission set.
  • End Users will need the Docrio End User permission set.
  • Those who wish to use the Template Builder will need the Docrio Template Builder permission set.

Navigation

Launch Docrio Admin Settings one of two ways:

  • By clicking on the corresponding tab within Docrio. 

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  • By searching for and clicking “Docrio Admin Settings” within the App Launcher.

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Docrio Admin Settings

Below is a list of sections found within the Docrio Admin Settings page. Each section below corresponds to a section on the settings page. 

Sync Organization Data

Click the button on this page to resync your organization’s Salesforce data to AWS data for the org. This will help to establish the connection between these two locations if it is somehow severed. For some older versions of Docrio (v3.5 specifically) clicking this button is also a critical post-install step.

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Objects and Display Fields

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

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To add an object, follow the steps below.

As a reminder, Docrio can support up to 50 Salesforce Objects.

  1. Scroll to the bottom of the Objects and Display Fields page and select + Add Object
    • A window will appear.
  2. Search and select an object.
  3. Select a Display Field for the chosen Object. 
    • See following section for an explanation of Display Fields.
  4. Select Add.
  5. The object is now added to your Current Objects list.

Objects can be rearranged by clicking one and dragging it to another position in the list. You can also click the trashcan icon to delete an entry on this page. The order of items displayed here is what will be used throughout Docrio when picking an object from a dropdown for saving/associating files to records.

Also notice on this page that “Filing Cabinet is now an option within the Object Picker”.

Display Fields

Display Fields enable you to select a human-readable field for searching through related records. This also dictates how we display records throughout Salesforce/Docrio.

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 Automobile Accident.”

Views and Columns (General)

Set up the default View for your users. This view will always be the first to load when they view documents on a record. You can also add and remove the columns included within each view.


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Default View

  1. Click the Views and Columns section under Docrio Admin Settings on the Docrio Admin Settings page.
  2. Choose from the Default View options:
    • Folder: Displays a folder system for all files associated with a record.
    • Favorites: Displays user’s favorite files associated with a record.
    • List: Displays list of all files associated with 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 (Folder, Favorites, List). Column order is determined by when they are added. You can delete the columns to re-organize them at any time.

  1. Click the Views and Columns section on the Docrio Admin Settings page.
  2. Toggle between Folder, Favorites, and List.
  3. Select the + button under Add Column to add a column for your chosen view.
    • This will cause a menu to appear.
  4. Select the name/type of column you would like to add.
  5. Select the Trash Can icon on a column header to remove the column.
  6. Changes are automatically saved.

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

File Actions

Determine which Salesforce Profiles can perform actions within Docrio. Navigate to this section for a full list of available profiles and actions.

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Assign File Actions

  1. Click the File Actions section on the Docrio Admin Settings page.
  2. Find and select the User Profile(s) used by your organization.
  3. Add/Remove permissions needed for each user profile by selecting each checkbox.
  4. Changes are saved automatically.

Folder Actions

Similar to above, this section dictates which users can perform which folder actions based on their profile.

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Assign Folder Actions

  1. Click the Folder Actions section on the Docrio Admin Settings page.
  2. Find and select the User Profile(s) used by your organization.
  3. Add/Remove permissions needed for each user profile by selecting each checkbox.
  4. Changes are saved automatically.

Folder Preferences

This section allows for the creation and management of folder templates. These will allow you to predefine folders with specific rules, associated with certain objects, for easy use across yoru org.


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Creating a New Folder Template

Follow the steps below to create a new folder template. 

When creating a new folder template, keep the following in mind:

  • The rules have to ALL evaluate to TRUE for that folder template to be picked/applied. 
  • You can have multiple folder templates for an object, and then order them by priority. 
  • For more information on folder templates, please see this article.
  1. Click the Folder Preferences section on the Docrio Admin Settings page.
  2. Click Create Folder Template.
  3. Name your template, select an associate object, and click Next.
  4. Click Add Rule to add a new rule. 
    • This step is optional.
  5. After adding a rule, you will want to specify the field (based on the object you picked in the last step), operator (how the value is evaluated), and value (number the operator looks at to decide how the rule is applied).  
  6. After adding rules, or not, click Next
  7. Click Add Folder to add folders.
    • After doing so you will need to name the folder you add.
  8. Click Next.
  9. View the preview of your template, and once you're happy with the preview click Finish.

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.

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  1. Click the Advanced Search Fields section on the Docrio Admin Settings page.
  2. Toggle on/off each field as desired.
  3. Drag fields in the order you wish for them to appear in the advanced search menu.
  4. Changes are saved automatically.

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

Merge Packet Columns

Here you can choose which columns to display when merging a packet.

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  1. Click the Merge Packet Columns section on the Docrio Admin Settings page.
  2. Click the + button under Add Column to add a column.
    • This will cause a menu to appear. 
  3. Select the name/type for the column you want to.
  4. Click the trashcan icon to remove a column.

Upload Columns

Use this section to choose the columns to display during file upload. 

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  1. Click the Upload Columns section on the Docrio Admin Settings page.
  2. Check the box next to the column name to make this column required.
  3. Click the + button under Add Column to add a column.
    • This will cause a menu to appear. 
  4. Select the name/type for the column you want to.
  5. Click the trashcan icon to remove a column.

DocAssign Settings

Below are sections and settings specific to DocAssign.

Views and Columns (DocAssign)

This is a more specific section to the one found above, that only applies to DocAssign. Here you can customize the columns found within DocAssign. Column order is determined by when they are added. You can delete the columns to re-organize them at any time.

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  1. Click the Views and Columns section under DocAssin Settings on the Docrio Admin Settings page.
  2. Select the + button under Add Column to add a column for your chosen view.
    • This will cause a menu to appear.
  3. Select the name/type of column you would like to add.
  4. Select the Trash Can icon on a column header to remove the column.
  5. Changes are automatically saved.

The File Name and Related To fields are required columns and cannot be removed.

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