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S-Drive 3.6 Documentation

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S-Drive 3.6 Documentation

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3.6 Release Notes

3.6 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide

Set up your bucket and S-Drive Portal accounts

Create S-Drive Portal Account

Set up cloud storage service platform account

AWS account setup
Google Cloud account and bucket setup

Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring - Desktop Experience (PAID)
E-Signature Integration
DocuFetch Configuration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Amazon S3 Transfer Acceleration (Additional charges from AWS)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns and Upload Fields--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders) and Download Jobs

Add-On Features

Content Authoring with Microsoft Office Integration (Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.6 User Guide

S-Drive User Guide
DocuFetch User Guide
S-Drive Desktop Experience User Guide

3.6 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

DocuFetchTools API

DocuFetch Request API Methods

getAllRequests
getRequestsById
getAllRequestsByParentId
getRequest
createRequest
createRequests
updateRequest
updateRequests
deleteRequest
deleteRequests

Request Item API Methods

getAllRequestItems
getAllRequestItemsByRequestId
getRequestItem
createRequestItem
createRequestItems
updateRequestItem
updateRequestItems
deleteRequestItem
deleteRequestItems

Request Template API Methods

getAllRequestTemplates
getAllRequestTemplatesByObject
getRequestTemplatesById
getRequestTemplate
createRequestTemplate
createRequestTemplates
updateRequestTemplate
updateRequestTemplates
deleteRequestTemplate
deleteRequestTemplates

Request Item Template API Methods

getAllRequestItemTemplates
getAllRequestItemTemplatesByRequestId
getRequestItemTemplate
createRequestItemTemplate
createRequestItemTemplates
updateRequestItemTemplate
updateRequestItemTemplates
deleteRequestItemTemplate
deleteRequestItemTemplates

Breadcrumbs

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S-Drive 3.6 Documentation
3.6 S-Drive Admin Guide
Getting Started - Account Setup and S-Drive Installation

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Set up your bucket and S-Drive Portal accounts

Create S-Drive Portal Account

Set up cloud storage service platform account

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