Support Center

fileIT - Dropbox for Salesforce

  • How Do I Share The Salesforce Documents Folder?

    The Salesforce Documents folder needs to be shared with each fileIT user. Go to Dropbox and Login using the same account you used to setup fileIT. If you are unsure which account is connect...

    Nov 12, 2014 12:32PM GMT
  • What Are The Basic Features Of fileIT?

    We have worked hard to make fileIT powerful but also very easy to setup and use. Once fileIT is enabled on a record you will be able to enjoy an assortment of useable features. You can add file(...

    Nov 12, 2014 12:32PM GMT
  • How Do I Add Files To fileIT?

    Once you have added fileIT to a page layout there are two ways to add files. By dragging and dropping them onto the Salesforce page. or By clicking the Upload button.

    Nov 12, 2014 12:32PM GMT
  • How Do I View / Download / Share A File From fileIT?

    Just as it is in Dropbox you can view online, download and share your files right from within fileIT. You can click on the file icon to open the file in Dropbox. You can click the file name ...

    Nov 12, 2014 12:33PM GMT
  • How Do I Create A Folder In fileIT?

    Once a folder for an object has been created by fileIT you can create a folders within it by clicking the folder icon.

    Nov 12, 2014 12:33PM GMT
  • How Do I Delete A File In fileIT?

    Once your Salesforce administrator has have enabled the Delete Column option, you can delete files right from within Salesforce. Click the trash can icon to delete the file.

    Sep 30, 2014 03:12PM BST
  • How Do I Restore A File In fileIT?

    Once your Salesforce administrator has enabled the Show Deleted Files and Delete Column options you can restore files right from within Salesforce. Click the recycle icon to restore the file.

    Sep 30, 2014 03:12PM BST
  • How Do I Use Template Folders?

    fileIT builds a folder structure for you by linking your Salesforce records to Dropbox folders. The folders fileIT creates are empty. But what if you wanted the folder to contain a structure of its ow...

    Nov 12, 2014 12:33PM GMT
  • How Do I Change The Columns Seen?

    fileIT has a variety of columns are that can be displayed. The Salesforce administrator can control which columns are displayed. If they have granted you user override you can control your own columns...

    Nov 12, 2014 12:34PM GMT
  • Can I Change The Column Order?

    Its not possible to change the column order in fileIT.

    Oct 01, 2014 02:16PM BST

Questions

support@beaufort12.com
http://assets2.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete