Overview
In this section, we will guide you through creating a folder for attachments on your record page where the docuWeaver is dragged and dropped.
Steps to create a folder
Navigate to record page on which you wish to upload the attachements.
Look for docuWeaver lightning component dragged and dropped earlier on the record page.
Click on
Newbutton.
Create Folder
Navigate to record page on which you wish to upload the attachments.
Look for docuWeaver lightning component dragged and dropped earlier on the record page.
Click on
Newbutton.
Create Folder
The modal for folder creation opens up. Fill the details such as
NameandStorage Profileandallowed Extensions.
Create Folder
Once all details are filled in, click the
Savebutton.The folder will now be created and visible in the docuWeaver component.
Note: While creating a folder, you can only select storage profiles that have been created and are active. You can follow this link to learn how to create a storage profile. The folder is also created with the provided name in the selected storage server of the chosen profile. If allowed extensions are configured in the Storage Profile setup, it is possible to further filter and select specific extensions to permit within this context.
For more information, refer to the documentation - docuWeaver document management