FirmWorks Files

A 100% Native document management tool with:

• Enhanced File Previews: View, update, and enter new data directly on record layouts, minimizing mistakes caused by navigating away to update record files.
• Data Entry from Files: Easily read your files and translate data from a file to a tag without needless clicks and navigation. In list view, users can audit file content or auto-complete data in rows, quickly streamlining the data entry process.
• File Reporting: Report on existing and missing Salesforce Files and report automation for auditing and compliance paperwork.
• Bulk File Upload: Gone are the days of adhering to Salesforce's ten files per upload limit. FirmWorks Files allows users to upload thousands of files simultaneously, tagging and sharing them.
• Upgraded File Search: List view supports side-by-side content viewing, allowing users to update data directly in file search.
• File sharing/public link management: Easily manage password-protected links to share your files externally.
• Optimized UX: Create curated upload buttons to automatically tag documents as they're uploaded, providing end users with a better experience.

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