Navigate to the Salesforce record page (e.g., Account, Opportunity) where docuWeaver needs to be added.
Click the gear icon (⚙️) in the top-right corner.
Select Edit Page to launch Lightning App Builder.
docuWeaver actions on lightning page
In the Components panel (left sidebar), scroll to the Custom - Managed section.
Find the docuWeaver action group component.
docuWeaver actions on lightning page
Drag and drop the docuWeaver component into the desired section of the page layout.
Select the created Action Group from the list on the left-hand side.
docuWeaver actions on lightning page
Click Save in the top-right corner to preserve changes.
Activate the page:
Click Activation to set the layout as the org default.
Assign the layout to relevant profiles or apps as needed.
Return to the record page and confirm the docuWeaver component appears.
docuWeaver actions on lightning page
After successfully adding and configuring the docuWeaver Lightning Web Component (LWC) on the desired Salesforce record page, the following steps outline how to upload files and perform key file management actions directly within the component.