Skip to main content
Skip table of contents

Release Notes for All Releases

Easily find all our Release Notes in one place. When you’re upgrading from several releases back, this is an easy way to see what’s changed.

3.6 Release Notes

Release date 10/24/2025

User Experience improvements

Released 10/24/2025

Upgrade Notes

  • Refresh the File Object List as follows:

    • Go to S-Drive Configuration General Settings

    • Click Manage next to S-Drive File Object List

      image-20251023-125656.png
    • On the next page, click Refresh List

  • We suggest entering an email address to get notifications if you haven’t already.

    1. From App Launcher, go to S-Drive Configuration

    2. Click “Configure” next to Update Storage Service Credentials(Access Key, Secret Key) and Bucket Configurations

    3. On the next page, click on Step 7: Connect to S-Drive Portal & set up Email Notifications

    4. Enter the email addresses, separated by semi-colons, where you would like notifications to be sent

    5. Click Save

See Upgrade Paths when upgrading from other releases.

Latest Compatible Desktop Experience

1.15

Includes Recently Viewed list views for custom objects.

New Features

Draggable columns on S-Drive Component

Columns on the S-Drive component can now be dragged to make them larger or smaller. This has been a longtime request from our customers!

There are some known issues with this that will be addressed in later releases:

  • The columns don’t stick when the component is refreshed

  • Column dragging for middle columns sometimes doesn’t operate as expected (moving adjacent columns with them), but if you drag one of the first couple columns, then the columns further to the right start to work better.

  • You can expand a column so far left that it move over top of the column to its left. You can expand a column so far right that it pushes the furthest righthand column off the page

Configure Email notifications more easily

In S-Drive Configuration, you can enter an email address or a list of email addressed to receive alert notifications, such as when your org gets disconnected. Previously, this had to be set in Salesforce Custom Settings.

In S-Drive Configuration, click the Configure button next to Update Storage Service Credentials(Access Key, Secret Key) and Bucket Configurations.

On the resulting page, go to Step 7, and there you can enter emails for notifications.


Enhancements

Desktop Experience Auto-updater

If you use Desktop Experience, Admins can now choose a version as the default, and this will cause users' Desktop Experience version to upgrade automatically the next time they login.

In S-Drive Configuration Micro Services, click Configure for Content Authoring - Desktop Experience.

On the next page, click Configure for Test/Configure S-Drive Desktop Experience Version.

You’ll see a list of compatible Desktop Experience versions. You can download a version to test. Once you’re ready for your users to use it, click the Set as New Version button. When users login to their Desktop Experience, it will automatically upgrade to the new version.


Bug Fixes

  • Fix issue with cutting/pasting shortcuts

  • Fix populating Duplicate page setting

  • Fix Desktop App configuration not showing chosen version

  • Fix Lead conversion failure in certain circumstances

  • Fix PDF editor not working in with AWS storage service (vs Google Cloud)

  • Fix name too long error on File Object List

  • Fix SQueue loop

  • Fix DocuFetch API bugs

  • Fix file name cut off on upload page

Deprecated

None

Retired

None

3.5 Release Notes

Release date 6/17/2025

Google Cloud Storage support

Released 6/17/2025

Upgrade Notes

  • There are no post-installation steps when upgrading from 3.4 to 3.5.

  • See Upgrade Paths when upgrading from other releases.

New Features

Google Cloud Storage

S-Drive now supports Google Cloud Storage with limited features. See Set up cloud storage service platform account for details.

The following features are not supported with Google Cloud Storage:

  • Download Jobs

  • FIPS

  • Content Authoring

  • Desktop Experience

  • Preview and Thumbnail

  • Bucket Folders

Enhancements

None

Bug Fixes

  • Fix disconnect due to job rescheduling 24 hours later (3.5.1)

  • Fix shortcut creation for Guest User (3.5.2)

  • Fix apostrophe escape character (3.5.3)

  • Fix Classic error message issue (3.5.3)

  • Fix bucket creation on new AWS account (3.5.3)

  • Fix Lead Conversion creating duplicate files and folders (3.5.4)

  • Fix Lead Conversion problem when Lead Files have no key (3.5.4)

  • Fix Desktop Experience enablement (3.5.4)

Deprecated

None

Retired

None

Minor Releases

3.4 Release Notes

Release date 5/28/2025

DocuFetch APIs

Released 5/28/2025

Upgrade Notes

  • DocuFetch templates created on prior releases and saved for all objects will no longer work. Please open a support ticket for guidance on how to fix this if needed.

  • DocuFetch templates created on prior releases and saved for more than one object (but not saved for “all”) will continue to work.

  • There are no post-installation steps when upgrading from 3.3 to 3.4.

  • See Upgrade Paths when upgrading from other releases.

New Features

DocuFetchTools API

DocuFetchTools API provides a development kit for automating DocuFetch operations. See DocuFetchTools API in 3.4 S-Drive Developer Guide for details.

Enhancements

DocuFetch Enhancement

When adding an item to a request from a Template, only Templates that are for the same object will be available. This is because some template items may not work across different objects.

Buttons were updated for consistency and clarity.

Bug Fixes

  • Fixed empty Edge browser tab stays open when opening file

  • Fixed DocuFetch scroll bar when adding items from template

  • Fixed inconsistencies when adding items to DocuFetch requests

Deprecated

S-Drive Workflow Rules - All S-Drive workflow rules have been converted to Flows. They may still appear in your org and can be deactivated and deleted.

Retired

None

3.3 Release Notes

Release date 4/29/2025

airSlate integration, DocuFetch Template Management, Desktop Experience autoupdate

Released 4/29/2025

Upgrade Notes

See Upgrade Paths when upgrading from other releases.

If using DocuFetch:

  • There is a new Enable DocuFetch checkbox you’ll need to check

    • Go to S-Drive Configuration->Micro Services and click Configure next to Configure DocuFetch Integration

    • Check the Enable DocuFetch box

  • There are new permission sets and a change to an old permission set. You may need to check your users' permissions

    • CHANGED: SDrive DocuFetch User permission set no longer has create/edit for templates and template items, but has read permission, so users can use templates to build requests but cannot create new ones or change existing ones.

    • NEW: SDrive DocuFetch Template Creator permission set allows users to create templates but not create requests. The two permission sets can be used together to allow users to create requests and templates.

    • NEW: SDrive DocuFetch Admin gives full permissions including view all/modify all for all DocuFetch objects

Note that if S-Drive is installed for all users, all internal users with custom profiles will be given CRUD on the 4 DocuFetch objects, and you may need to remove permissions if you want to restrict what users can do. The 4 objects are

  • SDrive Document Intake Request

  • SDrive Document Intake Request Item

  • SDrive Intake Request Template

  • SDrive Intake Request Item Template

If using Preview and Thumbnail:

We’ve implemented a change to how the P&T settings are saved. You’ll need to update your settings:

  • Go to S-Drive Configuration->Micro Services and click on Preview and Thumbnail configuration

  • Click the “Restore Previous P&T Settings” button.

    restore p&t.png

New Features

New DocuFetch Template Management

Creating and managing templates for DocuFetch is now easier with a DocuFetch Template Management dedicated tab. Now templates can be created without first having to be on a record. Editing templates is clearer now with a separate UI for templates rather than editing templates within a DocuFetch request. You can still save a request as a template.

To manage templates, users can go to the Template Management area from DocuFetch Requests home or from App Launcher. See DocuFetch User Guide for more information.

image-20250404-154442.png

image-20250404-154514.png

From DocuFetch Template Management, users can create new templates, edit, share, clone and delete templates.

image-20250404-154723.png

airslate integration with DocuFetch

We are now providingairslate with DocuFetch as an integrated solution to all your Document Management needs. Use airslate with DocuFetch to send documents out to users to review, fill in information, or sign.

DocuSign integration with DocuFetch

DocuSign was already available with S-Drive to send a file out for e-signature directly from an S-Drive file. Now it is integrated with DocuFetch as one of the e-signature solutions along with Formstack, AdobeSign and airSlate.

Desktop Experience Auto Updater

Desktop Experience can now be configured in S-Drive Configuration to automatically update users' Desktop Experience versions to the latest version. The latest version can also be updated just for the Admin for testing purposes.


Enhancements

S-Drive Enhancements

Upload Fields

Upload fields – fields that users see and populate on the upload page-- can be configured org-wide or on a user or profile basis just like the columns that are displayed in the S-Drive component. Prior to this release, they could only be configured the same way for everyone.

Bug Fixes

  • Fixed issues with large file upload failing when canceled or paused

  • Fixed upload error when switching tabs

  • Removed unnecessary buttons from public share page

  • Fixed Compact View preview

  • Fixed payment job error “job is locked”

  • Fixed custom setting name too long for Preview and Thumbnail

  • Fixed error when deleting large number of files

  • Fixed S-Drive previews on S-Drive detail page when in small area

  • Fixed issue with non-S-Drive users uploading Salesforce files

Deprecated

None

Retired

None

3.2 Release Notes

Release date 1/8/2025

DocuFetch usage improvements, easier integration with AdobeSign, Formstack

Released 1/8/2025

Upgrade Notes

See Upgrade Paths when upgrading from other releases.

  • If using DocuFetch with AdobeSign, Formstack, or DocuSign (starting in February) please open a support ticket to get the necessary add-on packages.

  • A picklist value must be changed on the object SDrive Document Intake Request Item.

    Follow these steps:

    • Go to Setup Object Manager

    • Find the object SDrive Document Intake Request Item and click on it.

    • Click on Fields and Relationships on the lefthand menu

    • Click on the field Item Type

    • Edit the Picklist Value Generate Document

    • Change both the Value and API Name to Review Document

    • Save

New Features

DocuFetch add-on packages

DocuFetch can be integrated various document generation and e-signature solutions, such as AdobeSign, Formstack, and DocuSign. In this release, we have new packages for each app that can be integrated, making it easier to deploy DocuFetch with your preferred app independent of S-Drive.

DocuFetch Configuration

With the addition of separate packages for integration with other apps, there is a new configuration page to choose which features of DocuFetch you’d like to use and which apps you’d like to use them with.

DocuSign integration with DocuFetch

When creating a DocuFetch e-signature request, you can now use DocuSign in addition to Formstack Sign and AdobeSign. The add-on package for DocuSign will be available in February.


Enhancements

Docufetch Enhancements

Docufetch UI Enhancements

  • On the Requestee side, the user will see a thank you page when all items have been submitted

  • On the Requester side, it’s easier to see the item previews during the approval process

Docufetch Template Enhancements

  • Share templates manually

  • Create a request from more than one template at a time, building your request with items from multiple templates

  • Search the list of templates when creating a request from template

  • Search for items within a template

  • Edit templates

S-Drive Component Enhancements

  • Configure which fields appear on the upload page separately from which fields appear as columns in the S-Drive component. See Customization Settings.

Bug Fixes

  • Fix Lightning S-Drive Email expiration date

  • Fix search on public share mobile

  • DocuFetch template fixes

  • Fix Uploading duplicate file hangs

Deprecated

None

Retired

None

3.1 Release Notes

Release date 8/28/2024

DocuFetch improvements, custom file object generation

Released 8/28/2024

Upgrade Notes

If you use File/Attachment Sync, you’ll need to restore your settings. It’s a click of a button.

  • Go to SDrive Configuration - Micro Services Tab

  • Scroll down to File/Attachment Sync and click on the Configure Sync button

  • On the new page that opens, under General Settings, you’ll see a message that you need to update your File Sync Settings. Click the Restore Sync Settings button

See Upgrade Paths when upgrading from other releases.

New Features

Custom File Object Creation

If you want to use S-Drive on an object other than Account, Contact, Case, Lead, Opportunity, you must create a custom file object. You can now do this with the click of a button.

  • Go to S-Drive Configuration General Settings tab

  • Under File Settings, click “Manage” next to S-Drive File Objects List

  • Under Generate New File Object, choose the parent object and click the Generate Object button.

For details, see Create S-Drive File Objects

Slim Upload

This new upload user interface is used automatically for mobile, and can also be chosen when using S-Drive on a desktop.

When configuring the S-Drive component, check the box for Slim Upload checkbox.


Enhancements

Docufetch Enhancments

Docufetch in Digital Experience Site

You now have the option of having Docufetch links take Requestees to your customer community site, where they would login to see the request. Docufetch can still be set up to use your public share site, which requires no login.

Docufetch UI Enhancements

  • Easier for requester to view items and accept/reject

  • Improved search on templates when request is created from Template

  • Improved UI on Mobile

Docufetch Template Enhancements

We’ve made templates easier to use.

  • You can share templates manually

  • When choosing to create a request from a template, you can search the list of templates

  • You can search for items within a template

  • You can edit templates

SDrive Jobs Toolbar button is now configurable

The Salesforce Admin can now configure whether the S-Drive Jobs toolbar buttons shows for users. There is a checkbox to configure this in the S-Drive Lightning component configuration on the Lightning page.

S-Drive Flow: Create Folders private setting

You can now set a folder to Private when creating it in a Flow. This way, the folder will not show for external users.

Copy URL

You can now choose an expiration date when using Copy URL in Lightning

Bug Fixes

  • Fix Classic Copy URL expiration date

  • Fix Copy URL expiration date S-Drive config page issue

  • Fix Custom field names causing errors when similar to package fields

  • Fix Docufetch page issues if not refreshed

  • Fix Docufetch component error message not displayed properly

  • Fix Lead conversion failing if user doesn’t have Edit permission on Lead File

  • Fix S-Drive search not finding results

  • Fix S-Drive search fails if any fields are not accessible

  • Fix Deleting Note causes file sync error

  • Fix Deleting File causes error if user doesn’t have certain permissions

  • Fix Double file extension on file sync

  • Fix Duplicate check on folder creation in flow not working

  • Update SDriveTools API getS3Endpoint for FIPS

  • Fix Docufetch progress bar not updating

Deprecated

None

Retired

None

Patch Releases

3.1.1

  • Fix File Sync file deletion issue

  • Fix Site Guest User access to bucket settings

3.1.2

  • Fix Guest User upload/sync issue

3.0 Release Notes

Release Date 4/26/2024

Desktop Experience

Released 4/23/2024

Desktop Experience

Upgrade Notes

No action needed when upgrading from 2.27 to this release.

See Upgrade Paths when upgrading from other releases.

New Features

Desktop Experience

S-Drive Desktop Experience, sets up a virtual drive on your local computer where S-Drive files can be accessed.

  • Upload files from local storage to S-Drive all on your desktop, without being logged in to Salesforce directly

  • Edit files right on your computer with the changes synced back to S-Drive

  • Desktop Experience configuration settings determine which objects users see on their desktops, while standard Salesforce permissions and sharing rules apply.

Read more about Desktop Experience (Paid Feature) and contact Sales for more information.

AdobeSign integration with DocuFetch

If you use S-Drive’s DocuFetch document management add-on, you can send files for e-signature with AdobeSign or Formstack.


Enhancements

Exclusion rules on File Sync for Email

When syncing email attachments to S-Drive you can now create rules to exclude some email attachments from syncing. By specifying criteria such as file type or size, you can determine how to exclude email signature attachments. That’s just one use case. You can determine your own rules.

image-20240405-174001.png

Bug Fixes

  • Fix Preview and Thumbnail versioning issue

  • Fix folder tree refresh on mobile

  • Fix private folders visible in folder tree

  • Fix file sync file.png placeholder name issues

Deprecated

None

Retired

None

2.27 Release Notes

Release Date 1/24/2024

DocuFetch with Formstack Integration

Released 1/24/2024

DocuFetch

PLEASE READ

If you are using Content Authoring (online editing) do not upgrade to this release. Content Authoring won’t work. It will return in the next release.

Upgrade Notes

Trusted URLs (formerly CSP Trusted Sites)

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

  • https://s3.region.amazonaws.com

  • https://bucketname.s3.region.amazonaws.com

  • https://bucketname.s3.amazonaws.com

  • https://s3.amazonaws.com (should already exist)

  • For the url https://zip.cyangate.com (which should already exist) be sure that the frame-src box is checked as well as the others.

 

If using SURL/Public Share

  • Access your SURL community by going to Setup->Digital Experiences->All Sites and click Builder

  • Click into the Visualforce Page component

  • On the Configuration window, change Record Id from {!RecordId} to {!sid}

See S-URL and Public Share Setup for details.

New Features

DocuFetch - Document Collection with optional Formstack integration

DocuFetch provides collection by providing a way to:

  • Create a request asking for particular documents to be uploaded

  • Send the request link to a user outside of Salesforce, which will provide an upload button for each requested document

  • Allow the user to upload one or more documents

  • Allow documents that are pre-filled in via merge fields and documents that have been signed via e-signature by the user if Formstack integration is used

  • Approve or reject the received documents, and request another document if one is rejected

  • Store the user-uploaded documents in S-Drive

  • Create document request templates to be used over and over again

Learn to configure and use DocuFetch

Read more about our DocuFetch end-to-end document collection solution:

E-Signature and merge fields require Formstack Documents (formerly WebMerge) - Document Generation

Control frequency of S-Drive’s Batch Job

S-Drive runs a batch job to calculate storage, which is needed for billing purposes. Previously the job ran hourly. For orgs with many files or many other batch jobs, this could be problematic, as the 24-hour limit on batch jobs could be reached.

There is now a configuration setting to set how often the job runs. It defaults to “auto” which will set the frequency based on the number of S-Drive files and reduce the frequency for more files, as more files require more jobs. It can also be set to 2-24 times/day.

FIPS (Federal Information Processing Standard) Compliance

You can now configure S-Drive to work with AWS FIPS-compliant buckets. https://aws.amazon.com/compliance/fips/

To enable this, your bucket must be in a region in North America. If it is, you’ll see a button on the bucket to enable FIPS. See Managing your Buckets.

image-20240123-164159.png

In order to use FIPS some endpoints need to be set up:

  • Add a remote site setting (go to Setup-->Remote Site Settings) in the form of

  • Add Trusted URLS (go to Setup-->Trusted URLs)


Enhancements

File Sync

We have included a number of File Sync enhancements to make this feature more flexible.

Delete Salesforce file after Syncing

This configuration was previously org-wide, but can now be configured by Object. When configured, the Salesforce file that is uploaded and synced to S-Drive will be deleted after the file is synced to S-Drive and put in the AWS bucket.

Exclude file types for Delete after Sync

You can now list file types that should not be deleted after syncing to S-Drive.

Update Chatter posts with sync message

When files are attached to Chatter posts, and file sync is enabled with “Delete after Sync” enabled, you can now choose whether or S-Drive will add a message to the Chatter post indicating that the file can now be found in S-Drive.

S-Drive Email

Type-ahead “To” field with contact records

The S-Drive Email “To” field now features type-ahead and will be a contact record, rather than just a text email address. This will allow the recipient information to be used for merge fields in an email template.

The Additional To field can be used for either internal or external users. When clicking the search icon, Contacts associated with the record will be listed first. to make finding them easier.

Preview template merge fields

You can now preview an email to check that the merge fields are correct, similar to Salesforce email.

After choosing a template, click the eyeball icon to see your email preview with merge fields.

Portal Connection - User no longer needs Modify All Data permission

In your S-Drive Portal Account, the user used to connect S-Drive no longer needs to have Modify All Data permission. This increases security. The user must still have Customer Application, Send Outbound Messages, and access to S-Drive’s apex classes and custom settings definitions. See Installing and Activating S-Drive for details.

File List clickable columns

Until now, the file name was the only clickable column in the S-Drive component. When you click file name, it either shows the file details or opens the file, depending on your configuration.

Now you can make other columns have that behavior. This can be useful if you have a custom field that translates the file name to another language, and you want that custom field to be the one users click on.

See Column Settings: wrapping headings, column widths, clickable columns for more information

Folder Tree Expand/Collapse

You can now easily expand and collapse the folder tree.

Merge Accounts, Cases, Contact, Opportunities even if they have S-Drive files

S-Drive has a trigger on out-of-the-box objects that disallows deletion of a parent record if there are S-Drive files on it. This causes trouble with merging records since the losing record is deleted. We now have a setting to allow deletion of a parent record if it has files. The files on the losing record will be reparented automatically by the merge operation.

We recommend checking the box when doing merges and unchecking when not needing to merge.

Bug Fixes

  • Fix Breadcrumbs should not show folders above the folder that was shared via public share

  • Fix public share links not opening on mobile

  • Fix apostrophe in file name causes error in Lightning Upload

  • Fix upload fails when OWD is public read/write

  • Fix Copy URL expiration date not respected for long urls on Lightning

  • Fix repetitive error message when deleting nested folders without permission

Deprecated

None

Retired

None

2.24 Release Notes

Release Date 5/18/2023

Zip and Download Job

Released 5/18/2023

  • Folder creation and Shortcuts in Flow

Upgrade Notes

  • For the new Zip and Download Job feature, there is a new object called SDrive Job. You may need to give users CRUD permissions and access (sharing settings) for this object depending on your needs. We highly recommend making OWD for SDrive Job Private for external users.

  • Salesforce is implementing Lightning Web Security. This release fixes issues with S-Drive upload that occurred when LWS is enabled.

Once this release is downloaded from AppExchange, there are no additional required steps to upgrade to this release from the previous release. If you are upgrading from an older release, please refer to Upgrade Paths.

New Features

Create Zip and Download Job (download larger files)

Download much larger groups of files (over 6GB) than you were able to before. Zip and Download can sometimes time out if the group of files was over 6GB. Now You can use the Download Job button to have the files downloaded using a background job so it won’t fail.

This feature uses a new object called SDrive Download Job. Admins will need to check Sharing Settings (Org Wide Default) for this and give users profile permissions in order to use this feature.

See Zip and Download (downloading multiple files/folders) for more details.


Enhancements

Date formats by locale

Date formats for S-Drive now adhere to the user’s locale

File Activities for Online Editing (Microsoft integration)

File Activities generated for online editing:

  • After starting online editing via “open in Microsoft” menu option: Online Edit - Online edit is started, file is locked for the editor user.

  • After closing out of the editing session: Online Edit - Online edit is completed, lock is removed from the file.

  • For the new version of the file after saving: New Version - New version uploaded after online edit.

Upload Progress Bar moved to top

The progress bar for file uploads is now at the top of the list of files, so users don’t need to scroll to see it.

Allow only Admins to upload to Root

You can restrict non-Admin users from uploading files to the root level. This can be used when you have a folder structure and want all uploads to go into folders. This can be configured on the S-Drive Lightning component for objects, or on S-Drive Configuration-->S-Drive Tab settings for S-Drive Tab.

S-Drive Configuration on object

S-Drive Tab Configuration

Disallow Download of Folders

You can prevent users from downloading entire folders. This can be useful when the files in a folder are very large, or when there are a lot of files and you want users to have to choose. This can be configured on the S-Drive Lightning component for objects, or on S-Drive Configuration-->S-Drive Tab settings for S-Drive Tab. Allow Folder Download is checked by default.

S-Drive Configuration on Object

S-Drive Tab Configuration

Performance Improvements

Improvements have been made to make the S-Drive component load faster and avoid timeouts.

Lightning Web Security

We have implemented changes to accommodate LWS. Prior to this release, if LWS was enabled, the S-Drive upload window was not rendering properly.


Bug Fixes

  • Fix error message on upload page is too small when translated

  • Fix Edit button shows on Public Share detail when edit is not permitted

  • Fix upload fails if file object lookup field is not called “Parent”

  • Fix error when deleting manual share if S3Object is public read/write

  • Fix isAmin check for non-English orgs

  • Fix custom file object lookup field causes problems when not called “Parent”

  • Fix Lead Conversion issues in disconnected orgs

  • Fix Shortcuts require access to underlying file

Deprecated

None

Retired

None

2.23 Release Notes

Release Date 1/20/2023

Folder and shortcut creation in Flows

Released 1/20/2023

  • Folder creation and Shortcuts in Flow

Upgrade Notes

Once this release is downloaded from AppExchange, there are no additional steps to upgrade to this release from the previous release. If you are upgrading from an older release, please refer to Upgrade Paths.

New Features

Create Folders and Create Shortcuts in Flows

You can now easily create Folders and Shortcuts in Flows using S-Drive Apex Actions. This was always possible before by manually filling in all the fields of the new folder or shortcut record, but now it’s easier than ever.

Example Use Cases:

  • If you want the same folders on all Accounts, use a Flow with the S-Drive Create Folders Action to create the folder template every time an Account is created

  • If you want all Contact Files to have a shortcut on the parent Account, use a Flow with S-Drive Create Shortcuts Action to create a shortcut each time a file is uploaded to a Contact.

For more information, see Flows with S-Drive in the Admin Guide.


Enhancements

S-Drive Email - Related To field now defaults to current record

On S-Drive Email, the Related To defaults to the current object and record.

Set S-Drive Tab attributes in Digital Experience

Previously, the attributes (toolbar buttons, etc) were set using S-Drive Configuration and were the same internally and in the community. Now they can be configured separately.

Use of required fields on Folders

You can now have required fields on a file object and the fields will be shown on folder creation. Prior to this release, you could not have required fields because there was no way to fill the in when creating a folder. Some required fields may only make sense for files, not for folders. In that scenario, we suggest using validation rules.

Improved Admin user interface for bucket management

It’s easier to manage bucket settings with a new edit button on the bucket list on S-Drive Configuration.



Bug Fixes

  • Fix Mobile Recycle Bin restore and delete buttons

  • Remove “Save” button from Field Settings if user is non-admin

  • Fix View Settings don’t work if Enable Fields is unchecked

  • Remove Fields button from Public Share component

  • Fix duplicate folder upload causes infinite loop error

  • Fix inherit sharing checkbox not working when unchecked

  • Fix inherit sharing folder owner issue

  • Fix Retention Policy configuration error when too many objects

Deprecated

None

Retired

None

2.22 Release Notes

Release Date 10/19/2022

E-Signature Integration

Released 10/19/2022

  • E-Signature integration,

  • Email enhancements,

  • Faster upload

Upgrade Notes

Once this release is downloaded from AppExchange, there are no additional steps to upgrade to this release from the previous release. If you are upgrading from an older release, please refer to Upgrade Paths.

New Features

E-Signature Support for DocuSign

With E-Signature, you can send documents out to DocuSign directly from S-Drive and the signed document will be uploaded back to S-Drive.

E-Signature solutions other than DocuSign will be supported in the future.


Enhancements

Expanded Default Email Address

When configuring S-Drive Lightning component, you can now use a lookup to specify the default email address. For example, on a Case, you can configure the default email address to be the Case Contact’s email.

You can also now list more than one email address in a comma separated list

Faster Upload

Processing that takes place before the file begins to upload has been improved, leading to overall improvement the time it takes to upload a file.

Faster Loading for S-Drive Configuration Page

S-Drive Configuration Page and some sub-pages (Preview and Thumbnail Configuration, Bucket Folder Configuration) will load faster. Records Management is now on a separate sub-page.

Sign Up for S-Drive Emails

You may be missing important emails from S-Drive if you are not the person who installed it. Now you can subscribe to our mailing list from your S-Drive Portal Account. You’ll receive critical emails about action you may need to take, along with information about new releases and invitations to our webinars. You can sign up as many people in your company as you like. (Please make sure you have their permission.)

In the Portal (portal.sdriveapp.com) go to the Account Tab and sign up.


Bug Fixes

  • Provide error message when accessing a shortcut and the underlying file has been deleted

  • Fix thumbnails not showing in mobile

  • Fix folder size on compact/mobile views

  • Fix file sync not working when file uploaded by guest user

  • Fix cleanup when new version upload fails

Deprecated

Retired

  • MyDrive - the MyDrive toggle button on S-Drive Tab has been removed. If you used MyDrive, the files still exist in your S3 bucket. If you have any concerns, please Open a Support Ticket.

2.21 Release Notes

Release Date: 8/31/2022

API updates

Released 8/31/2022

The main purpose of this release is to upgrade all the Salesforce Platform API versions that are being retired in Summer '23. There are no new features in this release.

Upgrade Required

Due to Salesforce API version retirements, all S-Drive customers must upgrade to this release (or a future release) before their org rolls over to Summer '23 (in spring of 2023)

For more information on the retirement of these API versions:

https://help.salesforce.com/s/articleView?id=release-notes.rn_api_upcoming_retirement.htm&type=5&release=240

Upgrade Notes

Custom logo on sdrive component change from static resource

Previously, in order to use a custom logo on your S-Drive Lightning component, you needed to upload the logo as a Static Resource. Now you can use a url to define where the logo is. This allows you to put different logos on different S-Drive components.

To make your old custom logo work:

  • Go to Setup-->Static Resources

  • Find SCustomLogo

  • Click View File

  • In the browser url bar, copy everything after “/resource”

  • In the Logo URL box, type /sfsites/c and then paste the url you copied, so it will look something like this

    • /sfsites/c/resource/1701704605000/SCustomLogo

If you wish to use a new custom logo that is not a static resource, you will need to add the url to CSP Trusted Sites (Setup-->Trusted URLs.)

New Features

None. This release is mostly for updating Salesforce API versions. It has some small enhancements and bug fixes.


Enhancements

Custom logos can be different for different S-Drive Lightning Components

Previously, if you wanted to use a custom logo on your S-Drive Lightning component, you had to use the same logo everywhere. Now you can use different logos on different components.

To use a new logo:

  • get the url of the logo wherever it resides

  • put that url in the S-Drive Lightning configuration as shown above.

  • Add a CSP trusted site so the logo can be found

    • Go to Setup-->CSP Trusted Sites

    • Click New

    • Add the url of the site where the logo resides

    • Make sure the checkbox for images is checked

Open in S-Drive button goes directly to file

When using the Lightning component S-Drive for File Objects, the Open in S-Drive button will now go directly to the detail view of the file on the parent page, rather than to the file list. This way, if you file is several folders deep or one of a long list of files, you will be taken directly to the file.


Bug Fixes (2.21 and 2.21.1)

  • Fix video previews not showing on file detail page

  • Fix “enable auto upload” not working

  • Fix preview and thumbnails when new version with same filename is uploaded

  • Fix breadcrumb navigation not working on file detail page

  • Fix Tag field not showing when editing file details

  • Fix S-Action custom label not working when file type is configured

  • Fix S-Action showing on detail page for disallowed file types

  • Fix Duplicate rules not respected for folder upload

  • Fix Uploading empty folder shows nothing (documentation fix only--message shown on upload screen)

  • Fix Compact View thumbnails not showing correctly

2.20 Release Notes

Release Date: 5/27/2022

Folder upload, disconnection notification, email enhancements

2.19 Release Notes

Release Date: 4/13/2022

Multiple Bucket Support, Online Editing for Digital Experience

2.17 Release Notes

Release Date: 1/31/2022

Translation, Column Width configuration

2.16 Release Notes

Release Date: 12/1/2021

Support for KMS Encryption

2.15 Release Notes

Release Date: 11/12/2021

Folder icon shows empty/not-empty

2.14 Release Notes

Release Date: 10/28/2021

Online Editing

2.12 Release Notes

Release Date: 9/24/2021

Usability improvements and bug fixes

2.11 Release Notes

Release Date: 9/9/2021

Bucket Folders, User-defined Metadata, Duplicate File Upload

2.9 Release Notes

Release Date: 7/14/2021

Enhancements for File Sync, Retention Policy and more

2.9.1 Release Notes

Improved performance

2.8 Release Notes

Release Date: 5/27/2021

Improvements to S-Actions, Manual Sharing, Preview and Thumbnail and more

2.8.1 Release Notes

Performance improvements and bug fixes

2.7 Release Notes

Release Date: 9/25/2020

2.7.14 Release - file sync for private files, hide audit tab and other controls

2.7.13 New Public Share

For older Release Notes, visit https://www.sdriveapp.com/release-notes/

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.