Release Notes for All Releases

Released 10/24/2025

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.

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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.

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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

Released 6/17/2025

New Features

Google Cloud Storage

S-Drive now supports Google Cloud Storage with limited features. See https://cyangate.atlassian.net/wiki/x/PYAKpw 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

Released 5/28/2025

New Features

DocuFetchTools API

DocuFetchTools API provides a development kit for automating DocuFetch operations. See https://cyangate.atlassian.net/wiki/x/gAQIpg 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

Released 4/29/2025

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.

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

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.

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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

Released 1/8/2025

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.

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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

Released 8/28/2024

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.

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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

Released 4/23/2024

Desktop Experience

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.

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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.

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

Released 1/24/2024

DocuFetch

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:

• https://www.sdriveapp.com/blog/streamlining-document-collection-for-financial-professionals/

• How Document Collection Process for Salesforce Saves Time and Money

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.

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

  • bucketname.s3-fips.region.amazonaws.com where bucketname is the name of your bucket and region is the bucket’s region, such as us-east-1.

  • Ex: mybucket.s3-fips.us-east-1.amazonaws.com

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

  • 1️⃣ https://bucketname.s3-fips.region.amazonaws.com where bucketname is the name of your bucket and region is the bucket’s region, such as us-east-1.

    • Ex: https://mybucket.s3-fips.us-east-1.amazonaws.com

    • Make sure to check the boxes

      • connect-src

      • img-src

  • 2️⃣ https://s3-fips.region.amazonaws.com where bucketname is the name of your bucket and region is the bucket’s region, such as us-east-1.

    • Ex: https://mybucket.s3-fips.us-east-1.amazonaws.com

    • Make sure to check the boxes

      • connect-src

      • img-src

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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

Released 5/18/2023

• Folder creation and Shortcuts in Flow

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.

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

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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.

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.

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.

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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

Released 1/20/2023

• Folder creation and Shortcuts in Flow

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.

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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.

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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

Released 10/19/2022

• E-Signature integration,

• Email enhancements,

• Faster upload

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.

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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.

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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.

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.

New Features

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

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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.

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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

Released 5/27/2022

New Features

New Lightning Upload Component

• Our new Lightning Upload component allows for more features and enhancements when it comes to uploading files, including Folder Upload and Bulk Field Update.

• Buttons have been added at the top for ease of use.

• The chrome flag that had to be disabled (chrome://flags/site-isolation) to use drag and drop does not need to be disabled any longer with Lightning Upload.

• Clickjack settings (Setup-->Session settings) that had to be unchecked with our visualforce upload page can be checked with the Lightning upload page. However S-Drive manual sharing will still need Clickjack protection off to work.
  

  

FOLDER UPLOAD

• You can now drag and drop a folder with subfolders to upload, and the folder structure will be preserved in S-Drive, instead of having the files all uploaded to the Home level.

BULK FIELD UPDATE

• When uploading multiple files, you can bulk update fields on the upload page
  

  

STANDALONE UPLOAD COMPONENT

• The new S-Drive Upload Lightning component can be used as a standalone upload component. This can be useful for allowing customers to upload files in a digital experience without showing the full S-Drive file list or to have a component that is always ready to have files dropped without having to click on the main component.

• If there is no standard S-Drive Lightning component on the page, users will not see a list of uploaded files.

• To use this, edit the object lightning page and drag the SDriveUpload component to the page.

• See S-Drive Upload Standalone Component for more information.

BETTER DISPLAY OF ERROR MESSAGES

• Error messages are now displayed at the top instead of having to hover over the yellow bubble

If you wish to use Legacy Upload, there is a checkbox for that when you configure S-Drive on your Lightning page.

Notifications to Admins when org is disconnected

When your org is disconnected, you can now receive an email notification.

• Got to Setup-->Custom settings

• Find SDriveEmailNotificationSettings and click Manage

• If there is not already a setting called EmailList, create it

  • Click New

  • Name=EmailList

  • Value: add email addresses separated by a semi-colon, for example jane@abc.com;bob@abc.com

  • Click Save

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Enhancements

S-Drive Email

S-Drive email replaces the visualforce email page when using the email envelope icon on the S-Drive toolbar. It also have some enhancements.

• Lightning Email templates are available

• Quick Text is available
  

  

  
  

• “From” field can be any org-wide email address
  

  

  
  

Content Authoring

• You can now choose any number of users between 1 and 100. Please contact Sales if you want more users.

• Documents can now be downloaded to your desktop, downloaded as PDF, ODT (Word files), ODP or images (powerpoint files) or ODS (excel files)

  • Known issue--In Word files, during an editing session, if you download as PDF, then make more changes in the same editing session, and download again, the changes will not be there. Exit the session and then start a new online editing session to download the latest changes to pdf.

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Bug Fixes

2.20

• Fix child object list when attaching files to S-Drive email. It will now only show file objects.

• Fix view when Preview and Thumbnail is disabled after being enabled. Return to List View

• Fix folder icon in Thumbnail View

• Fix error when sorting on Description or Tag field. Sorting is disallowed.

• Fix Retention Policy null pointer error

2.20.1

• Fix Zip and Download of large number of files fails with too many SOQL error

• Fix cut/paste of large number of files fails with too many SOQL error

• Improve error message when Bucket Id field is blank on initial configuration

• Fix upload new version button shows on file detail page even when bucket is not versioned

2.20.3

• Fix Transfer Acceleration Copy URL link not working

• Fix Zip and Download hitting Salesforce limit

• Fix Bulk Field Update error

• Fix Lightning upload not working when “allowed file types” are specified

• Fix SDrive Email Notification issue with payment job

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Deprecated

Scheduled for removal in 2.21

• Advance search

• External Drive

• My Drive

Released 4/13/2022

New Features

Multi-Bucket Support

Multi-Bucket Support allows multiple AWS buckets to be configured in S-Drive. Files can be uploaded to a particular bucket based on rules you create in a field on the file object. Each time a file is uploaded, the user can either choose a bucket by filling in a field on the upload page, or the file will automatically be uploaded to a particular bucket based on some criteria you set up.

If no bucket is specified, the file will go to the default bucket, which is defined during bucket configuration.

See Multi-Bucket Support for more information

If you have custom file objects, you must add a new field to you objects. See Add new Bucket_Id__c field to custom file objects in the Upgrade Notes above.

Enhancements

More Flexibility on S-Drive toolbar buttons

Display options for the toolbar buttons can be configured by Admins.

Redundant buttons (Select All and Sort By) have been removed, except in Grid View where there is not another way to select all or sort. The “import external files” button has been removed, since that feature has not been available for some time.

For Views other than Grid, clicking on the checkbox can be used to Select All and clicking on a column header can be done to Sort.

Content Authoring Enhancements

• Content Authoring now uses Salesforce authentication, making setup of this feature much simpler, and allowing it to work for Digital Experience (community) users as well.

• Content Authoring allows users to save a file as a PDF to their desktop

Bug Fixes

• Fix when a multi-page file is copied, and Preview & Thumbnail is enabled, only its first preview page is copied to the new file

• Fix previews are not uploaded to right place if bucket key prefix is enabled

• Fix Error on search when CreatedDate is not a displayed column

• Fix Salesforce files are not deleted after email-to-case S-Drive file sync.

• Fix On Leads, empty folder is showing a question mark icon.

• Fix User names not sorted on Content Authoring or S-Action

• Fix LastModifiedBy user not shown as hyperlink in Lightning S-Drive component

• Fixes to Retention Policy for better error handling and stability

Released 1/31/2022

Upgrade Notes

New Features

Performance upgrade

Custom S-Drive File Objects are now kept in a list so they are more easily retrieved. When you create a new file object, you will need to update a custom setting to add it to the list. See Add your Custom File Object to the S-Drive File Object List for instructions.

Translation

S-Drive is now translatable via Salesforce Translation Workbench

See https://cyangate.atlassian.net/l/c/S6tDCxcM for how to use translation for S-Drive.

Column header wrapping and column width configuration (Lightning only)

On the S-Drive Lightning Component, the Admin can use Custom Metadata Settings to specify whether column headings will wrap and can define column widths in pixels on a per-profile basis. See https://cyangate.atlassian.net/l/c/cJE043CG for details.

Folder cut and paste (Lightning only)

Folders can be cut and pasted to a new folder within the same record, just like files can be. Everything in the folder will be moved with it. A folder cannot be moved into one of its own subfolders.

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Improvements

S-Action code can access “Back” event

When using S-Actions, if you want to go immediately back to the list of files in S-Drive once your S-Action is completed, you can now access the event behind the “Back” button in your code, so users don’t need to click “Back”. See https://cyangate.atlassian.net/l/c/m1GNnp80.

Recycle Bin, Legal Hold and Checkout Files buttons can be enabled and disabled

You can now decide whether to show or hide your S-Drive Recycle Bin, as well as Legal Hold and Checked Out Files buttons if using those features.

If Preview and Thumbnail is not enabled, Previews no longer shown on Detail page

If Preview and Thumbnail are not enabled, you will no longer see an gray box for a Preview on the file detail page.

Salesforce Enhanced Notes are no longer synced when using File Sync

You can now use S-Drive File Sync without running into problems with Salesforce Enhanced Notes. We omit Notes (file type .snote) from file sync. Notes are autosaved, which caused them to by synced and possibly deleted in the middle of typing a Note. In addition, it makes more sense for Notes, which may regularly be edited, to remain as a Salesforce file, rather than moved to S-Drive.

In Console View, refreshing the Console Tab will refresh the S-Drive component

Refreshing the browser page is no longer needed to refresh S-Drive. Refreshing the Console tab will refresh the S-Drive file list.

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Fixes

• Fix Preview and Thumbnail size. P&T for images are now smaller, rather than being generated at the same resolution as original image.

• Fix Home Folder in Public Share folder tree so clicking on it returns to root level

• Fix page navigation buttons are not visible on expanded previews on file detail. Buttons now show.

• Fix copying/pasting and cutting/pasting to root level in a Public Share component is allowed. Users can no longer copy/paste or cut/paste to root level.

• Fix null keys causing problems with Retention Policy.

• Fix when file with unknown file type is synced, file extension is not included in the S-Drive file name

• Fix file object missing from list on configuration page when generating previews for existing files

• Fix files that are uploaded via REST API are downloaded when opened. Files will now be opened instead of downloaded.

• Fix some special characters not working for Previews

• Fix wrong file name with Copy URL download on Versioned Files. Copy URL will now show the current version’s file name.

• Fix users with no S3Object permission can see files when clicking “Attach from S-Drive Folders” button. Button is now removed if user does not have permission to see S-Drive Tab files (S3Object.)

• Fix folder icons always show question mark in Compact View. Folder icons now show empty, full, or unknown correctly.

• Fix file upload fails if Preview and Thumbnail is enabled, but user doesn’t have Preview permission. File will now upload without a preview being created.

• Fix delete confirmation message missing when using delete action menu. Confirmation message now shows when deleting using action menu just as it does when deleting using toolbar button.

Released 12/1/2021

Upgrade Notes

New Features

Support for AWS-KMS Encryption

Previously, S-Drive only supported file encryption using Amazon S3 key (SSE-S3). You can now choose AWS Key Management Service key (SSE-KMS) using AWS managed key. See additional information in the Admin Guide S-Drive Authentication Settings.

In AWS, you can choose your your bucket encryption setting. See Setting default server-side encryption behavior for Amazon S3 buckets for more information.

In AWS Console:

In S-Drive Configuration, configure the File Upload Encryption Type you’d like to use. It will override the bucket encryption if it is different.

In S-Drive Configuration:

This matrix shows what encryption is used depending on your Bucket settings and S-Drive settings. The default S-Drive setting is S3-Managed Keys (SSE-S3)

Email Threading for S-Drive Email Component

Email sent using S-Drive email component will now show replies on the Activity timeline when using Email-to-Case

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Improvements

Enable Field attribute changed to Enable Field Selection

The label “Enable Field” was confusing.

This attribute controls the field selection button on the toolbar.

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Fixes

• Fix Date field shows date and time in S-Drive--now only shows date

• Fix custom date field causes error if null

Released 11/12/2021

New Features

Folder indicator to show empty or not empty (Lightning Experience only)

Folders now show if they are empty or not, down to 5 subfolders deep. The folder displays as empty if there are only empty subfolders in it, but no files.

If there are no files in 5 levels, but there are subfolders that go deeper, folder with a question mark will be shown to indicate that we don’t know if it is empty or not at deeper folder levels.

Improvements

Public Share Upload: Component no longer shows “inherit sharing from parent” checkbox

In a Public Share access component, “inherit sharing” should not be an option since Public Share is for non-Salesforce users. The Public Share component no longer shows the 'inherit sharing” checkbox (which was only shown on file objects with a lookup relationship to the parent), but files uploaded into a folder in a Public Share window will inherit the sharing of the folder.

Public Share Upload: Drag and Drop will not allow file to be dropped at top level

Files uploaded in a Public Share component must be uploaded into a folder. However Drag and Drop was not following this rule. Now, if you try to drag and drop at the top level, you will see an error message telling you to upload into a folder.

Hide Status Column if not needed

Status column on S-Drive Lightning Component will only be shown if Check-in/Check-out, Legal Hold, or Edit Online is enabled.

Fixes

• Fix “upload new version” action showing when Upload is disabled in component configuration. “Upload New Version” will no longer show.

• Fix duplicate file error message even though there are no duplicates, when files are renamed/copied/moved to root level (when duplicates are disallowed through configuration). Files can now be renamed/copied/moved to root level if there are no duplicate files without getting an error.

• Fix duplicate file error message when file is restored from recycle bin and file exists on a different record (when duplicates are disallowed through configuration). files can now be restored from the recycle bin if there are no duplicate files without getting an error.

• Fix email threading when using Email action in S-Drive component. Email responses will now show up in Activity timeline

Released 10/28/2021

New Features

Content Authoring--Microsoft Office Integration

Microsoft Office Integration is here! You can now edit Microsoft Word, Excel, and PowerPoint documents without having to download them from S-Drive.

Watch the Demo Video https://www.youtube.com/watch?v=EpkfxBvxzSg&list=PLOYOFI039X6Ww_QlHOtjTT7fdz_iLZCqz&index=28&t=2s

When this feature is enabled, users can open these files from the Action menu in S-Drive.

The document will open Office for the web and allow editing. Changes are autosaved during the editing session. When the editing session is complete, the document is stored in S-Drive as a new version. See https://cyangate.atlassian.net/l/c/dbnc2DRS for details.

Enhancements

A New Way of Connecting to S-Drive Portal

This release gives you the option to change the way we retrieve your total file storage that we use for billing. Users will not see any changes.

In previous releases, the user that connects S-Drive to the portal had to be an System Administrator with Modify All Data and Customize Application permissions.

With this release, the initial connection must still be done by a user with those permissions, but once that connection has been established, those permissions can be removed if desired. The Admin (with Modify All Data and Customize Application permissions) will simply need to click a button on the S-Drive Configuration page to kickoff a batch job. See https://cyangate.atlassian.net/l/c/H0h5ryQu

Compact View download button on toolbar

The download button is now available on the toolbar when using Compact View on Desktop, so you can download multiple files at once. It is not available on Mobile, where selecting multiple files is not possible.

Release Date: 9/24/2021

Enhancements

• In Lightning, CreatedBy user is now shown as a hyperlink as it is in Classic

  

• Audit Tab (in File Detail) now has a refresh button and the Activity Date now shows the time as well as the date.

  

  
  

• Clicking on Folder name in breadcrumbs refreshes the file list for that folder

  

• When sending email from S-Drive component, searching in the “To” field is now easier with a type-ahead search

  

Bug fixes

• Fix metadata not captured on large (multipart) file upload

• Fix Bulk sharing gives error when sharing more than one folder with subfolders

• Fix Classic: S3Object Read permission needed to upload files to other objects

• Fix Lightning: Buttons slide over preview image on smaller screens

• Fix file size is displayed for Folders on custom objects. File size field is now blank.

• Fix “attempt to dereference null object” if attributes are missing on custom lightning component

• Fix Audit Tab sorting gives error

• Fix S-Drive email “To” search field only shows 25 users/contacts. Now shows 1000.

• Fix Classic: Drag and Drop not always showing dropped file

• Fix File Activity: upload not showing as an activity

Release Date: 9/9/2021

New Features

S-Drive has two new features that give you more control over your AWS S3 bucket.

Bucket Folders

Bucket Folders allow you to define where files are stored in your AWS bucket.

Files are stored in AWS using a folder path that is stored in the Key field in the file objects as shown on the left. In the AWS bucket the first part of the key is the top level folder as shown on the right.

Most users only interact with S-Drive files using the S-Drive user interface, so the location of files in AWS is not important to them. However if you want to see your files in the AWS bucket, it can be difficult to find them because of the file path that is used by default.

Using a Bucket Folder makes seeing and organizing your files in AWS easier by allowing you to define the top folder of the path as shown below. Read more in our Admin Guide.

User-Defined Metadata

Files stored in an AWS S3 bucket can have user-defined metadata that is set when files are uploaded. S-Drive allows you to configure metadata key-value pairs that will be assigned when files are uploaded using S-Drive. You can configure Global metadata that will be included with all files and you can also configure metadata for each object file, such as AccountFile, CaseFile or custom object files. Refer to AWS documentation for more information about metadata. For more information about this S-Drive feature, read more in our Admin Guide.

Enhancements

Duplicate File Upload

You can now configure whether you want to allow files with the same name to be uploaded to the same folder (or at the root level.) This can be configured in S-Drive Configuration under the General Settings Tab. See Upload Settings for more information.

Chatter File Sync

When File Sync is configured to delete files after syncing, this causes files in Chatter to seemingly disappear. Now when Chatter files are synced to S-Drive there will be a message in Chatter that files have been synced to S-Drive and a comment will contain the names of the files. See File Sync with Chatter for more information.

Release Date: 7/14/2021

File Sync enhancements

• Preserve original file owner when syncing files. The CreatedBy field on S-Drive files that were synced now show the original file owner. Previously, the CreatedBy field was the system admin or whoever was listed as the file sync callout user.

• Sync files with no extension. File sync can now handle syncing of files that do not have a file extension.

Retention Policy enhancements

• Folders are exempt from retention policy. Since folders are not stored in your S3 bucket, they will be skipped during Retention Policy processing and will not be deleted. Files inside folders will be deleted if they meet the retention policy criteria. This prevents folders from being deleted even though there are files inside that do not meet the criteria.

Time zone on Lightning UI

• Time zone for Created Date and Last Modified date now show in user’s time zone, rather than GMT.

Bug fixes

• Fix file sync not working for large files when syncing pre-existing files

• Fix retention policy failing when there are too many file records to check

• Fix file sync “delete after sync” issues when file is attached to more than one object

Enhancements

• S-Drive Lightning Component performance: Changes were made to improve loading time for S-Drive Lightning components

Bug fixes

• Fix email-to-case file sync

• Fix retention policy to properly delete files from bucket including previews and thumbnails, and to delete shortcuts of files deleted through retention policy.

S-Action Configuration enhancements

Manual Sharing enhancements

Preview and Thumbnail Configuration enhancements

File Activity

API fix

S-Action Configuration enhancements

It’s now easier to configure who can see S-Actions. Checkboxes allow you to choose all internal users and/or all external users. Or you can individual users and filter by Profile to easily find them.

Manual Sharing enhancements

Manual sharing of files and folders (allowed when there is a lookup relationship from the file object to the parent, instead of Master-Detail) is now easier.

If you upload a file into a folder, or you create a subfolder, you can now choose to have the file or subfolder inherit the sharing of the parent folder.

If you share a folder, you can choose to have the sharing rule apply to all the subfolders and files inside that folder.

These features were already available for S-Drive tab, but are now also available for files on objects as well if there is a lookup relationship.

Preview and Thumbnail Configuration enhancements

Admins can now control how many pages of previews should be generated for each object and file type. You can set a maximum preview page count for the object and then have overriding page counts for different file types. For example, you can set the maximum page count to 20 for Accounts, but within Accounts you can set the maximum page count for pdf files to 10.

Setting maximum page counts can save you money on Preview conversion.

File Activity

File Activities will now log when a manual share rule is deleted.

API Upload fix

SDriveTools.InitializeUpload has been updated to work with Amazon AWS changes.

Bug fixes and performance enhancements

• createPublicDownloadLink method fixed

• S-Drive component will load faster in Classic

Manual Sharing enhancements

Release 2.8.1 adds configuration settings to the Inherit Sharing checkboxes described below. First, a review of the feature:

From Release 2.8:

Manual sharing of files and folders (allowed when there is a lookup relationship from the file object to the parent, instead of Master-Detail) is now easier.

If you upload a file into a folder, or you create a subfolder, you can now choose to have the file or subfolder inherit the sharing of the parent folder.

If you share a folder, you can choose to have the sharing rule apply to all the subfolders and files inside that folder.

These features were already available for S-Drive tab, but are now also available for files on objects as well if there is a lookup relationship.

What’s New in 2.8.1?

In 2.8.1, you can choose whether the checkbox has a default of true or false and you can choose whether to show the checkbox to your users or not.

S-Drive Tab Configuration

To configure this on S-Drive Tab, go to S-Drive Configuration General Settings tab.

Enable Inherit Sharing Checkbox on S-Drive Tab controls whether the Inherit Sharing checkbox is shown or hidden when creating subfolders and uploading files. If checked, it is shown.

Enable Inherit Sharing by Default on S-Drive Tab controls whether the Inherit Sharing checkbox is checked or unchecked by default. If you hide the Inherit Sharing checkbox, you still need to use this setting to determine whether Inherit Sharing is true or false when subfolders are created and files are uploaded.

Object file configuration

To configure these settings for file objects (Account File, Contact File, etc including custom file objects) edit the lightning page and click in the S-Drive Lightning component.

Enable Inherit Sharing Checkbox controls whether the Inherit Sharing checkbox is shown or hidden when creating subfolders and uploading files. If checked, it is shown.

Enable Inherit Sharing by Default controls whether the Inherit Sharing checkbox is checked or unchecked by default. If you hide the Inherit Sharing checkbox, you still need to use this setting to determine whether Inherit Sharing is true or false when subfolders are created and files are uploaded.

Enhancements:

1. Removed “Attach from S-Drive Folders” toolbar button in Public Share Access link

In an S-Drive Lightning component on objects (not on S-Drive Tab), there is a button (attach from S-Drive Folders) that allows you to copy files from S-Drive Tab. This button was displayed in public share access links, but does not make sense for Public Share. The button has been removed.

Before 2.7.14

With 2.7.14

2. Allow Audit Tab to be hidden

You can now choose whether to show the Audit tab when configuring the S-Drive Lightning Component. If you want to show the tab for System Admins, but not for other users, you can use Component Visibility.

3. Hide thumbnails in Compact View if Preview & Thumbnail is not in use

Previously, a blank thumbnail was shown in compact view if Preview & Thumbnail was not turned on. Now it will display without the blank thumbnail.

Before 2.7.14:

With 2.7.14:

4. File Sync sets “private” flag based on file visibility

This change affects all releases, but was added with at the same time as the 2.7.14 release.

S-Drive can be configured to move or copy Salesforce files to S-Drive using the file sync feature. Previously, files that were synced could be seen by community users. Now, the Private field on the S-Drive file will be set according the the visibility of the Salesforce file. If the Private field is true, only internal users can see the file. If the Private field is false, community users can see the file as well as internal users.

On the uploaded Salesforce file

• if the visibility is InternalUsers, the Private field is set to true.

• if the visibility is AllUsers, the Private field is set to false

• if the visibility is SharedUsers, the file will not by synced.

See this Salesforce guide for more information about the Visibility field and how it is set in Salesforce files.

Enhancements: S-URL (short URL) and Public Share

1. A new setup for S-URL

Our Public Share and S-URL features have been significantly changed due to new Salesforce restrictions on Guest User permissions

• Our Legacy S-URL will still work for sharing files that can only be opened or downloaded, but will not work for uploading, editing, or deleting files. However, we recommend switching to the new S-URL setup and expect we will deprecate the Legacy S-URL in the future.

• Legacy S-URL uses a force.com site to create short URLs.

• S-URL with the new setup uses a Community (Digital Experience Site) to create S-URLs.

  • Setup requires a dedicated Community and Community User with a Community Plus license. An internal user with a Salesforce license can be used instead if desired.

Which S-URL should I use? We encourage customers to switch to the updated setup for S-URL, but continue to support the Legacy S-URL for open and download only.

2. Choose whether to use S-URL when opening and downloading files internally

Sometimes, something goes wrong with your S-URL setup. Maybe a Salesforce rollover to a new version caused some issues with profile permissions. If S-URL is used to open and download files internally, this prevents users from accessing files. Now you can choose whether to use S-URL to open and download files or whether to use Amazon’s long URLs.

3. Require Password and/or Expiration date/time on Public Share links

You can now make Password and Expiration Date required fields when creating a public share link.

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New: Control Expiration time of file links

Whenever you open a file, download it, or copy its URL, a link to the file is generated. This link can be shared with others, even if it’s not meant to be, which can cause security concerns.

With the new Open/Download URL expiration time setting, you can control how long these links last. (Expiration date/time for Public Share links is still set when creating the link.)

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Deprecated: Generate File Object

S-Drive managed package comes with Account File, Contact File, Opportunity File, Case File, and Lead File. You can also create whatever custom file objects you want. In S-Drive version 2.7.6 and earlier, this could be done on the S-Drive Configuration Customization Settings page.

In version 2.7.13, we removed that feature to enhance security.

Custom file objects are still supported! However, they now must be created manually. You can create an S-Drive custom file object in Salesforce using a spreadsheet. See How to Create an S-Drive Custom File Object using Salesforce Object Manager (using Spreadsheet) .