Create the Document Folder — Classic

Create the Document Folder

1. Ensure you're in Salesforce Classic.

2. Click the plus icon (+) from the home page.

3. Click Documents.

4. If you have proper permissions, you will see a section called Document Folders.

5. Click Create New Folder

6. Fill out the label and name for the folder. We recommend naming it Sertifi for easy access, as well as setting the folder access to read only, and enabling the folder to be accessible by all users. If your organization requires stricter sharing rules, ensure all users that will use Sertifi also have access to the Document Folder. Click Save.

   

7. Now that the folder has been created, custom settings have to be updated. Navigate to Sertifi's custom settings.Custom Settings

8. Enter in the name of the folder in the field Document Library Folder ID. If you enable this field, you must also enable ShowSFFolderSelect.

Adding documents

If you have a few documents that you send frequently to your customers, you should add these documents to your Sertifi folder.

To add documents:

1. Ensure you're in Salesforce Classic.

2. Click the plus icon( +)from the home page.

3. Click Documents.

4. Select Sertifi from the Folder dropdown in the Document Folders section.

   

5. Click Go!

6. Click New Document. The Upload New Document screen appears.

   

7. Enter the following required fields:

   • Document Name - enter a descriptive name for your document.

   • Document Unique Name - automatically populates with your Document Name.

   • Folder - ensure Sertifi is selected.

8. Click Choose File in the Select the file section, or create a reference link using a path or URL to where the document is stored.

9. Click Save.