Support Center

How Do I Add fileIT to a Standard Object?

Last Updated: Nov 12, 2014 12:30PM GMT

Before you can use fileIT you have to add it to a page by editing the page layout.

This method explains how you add fileIT to a standard object, ie Account, Contact, Lead, Opportunity, Case.

 
  1. Go to Setup.
  2. Under App Setup.
    1. Click Customize.
    2. Choose the Object you wish to edit,
      1. for example we are editing the contact layout so we choose Contacts.
    3. Click Page Layouts.
  3. Next to the layout you wish to work with, click Edit
  4. ‚ÄčDrag and drop a Section onto the page.
  5. Set the Section Properties,
    1. Fill in the Section Name, for example; Dropbox.
    2. Set the Layout to be 1-Column.
    3. Click OK.
  6. Go to the Visualforce Pages item.
    1. Drag and drop fileIT Record Linked into the Dropbox section.
    2. Click Save.

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