1.1. Using the iFrame

These instructions are demonstrating use of an iFrame installed within the Contacts entity of Salesforce. Experiences may vary slightly depending on where/how your iFrame has been installed/configured. Otherwise, using this tool should be pretty intuitive as it performs a search for you and then you work from the results. Now, let's get started!

Step 1: Log in to Salesforce

Step 2: Navigate to the location that you’ve had iFrame installed. For this example, we’ve installed our iFrame into our Contacts (yours may vary). So, first click on the Contacts tab then choose a contact.

 

 

Step 3: Now you’re in the contact card for that particular contact. We’ve installed our “Worldox” iFrame as the first frame underneath the Contact Details. Now you’ll input your Worldox WebMobile credentials (note this is different than your Worldox Cloud/WDSAAS credentials):

 

 

Step 4: Immediately after logging in to your WebMobile account, iFrame runs a search for documents listed under this particular client code. The documents returned are controlled by a built in Search/Find Template specific to your firm. Typically, they return ALL client related material from one or more client related cabinets.

Note: The ?@Client Docs that you see in the screenshot below is the Search/Find template name being used in this example. The Search/Find template is saved and controlled within Worldox, and can be adjusted within Worldox to change the behavior of what is being searched - approach with caution as it controls the behavior for all users.

Now, as for the list of documents returned, and the columns you see:

The Columns are controlled using the 'Columns' button. You can add or remove columns, however if you want to permanently adjust the columns that appear her, you may need to log in to Worldox WebMobile directly (through a new browser tab) to adjust your preferences going forward.

To interact with the files you'll use the button with 3 dots, to the left of each document row. See the screenshot of item descriptions below for tips:

 

• Download – Downloads a full copy of the document without checking it out. (a duplicate doc)
• Preview – Toggles a simple viewer open and closed on the right hand sign.
• Check-out – Use this to download and check out a document. Be sure to save it locally after downloading!
• Check-in – Check in any docs you’ve checked out. Having them saved in a convenient location makes this a breeze!
• Profile – Opens profile card to view its details.
  
• Email – Sends an outgoing email with the selected document (via “do-not-reply@worldox.com”). Can send a full copy or a Worldox link.
• +Worldox (top right of file list) – Opens your search through Worldox interface directly.
  
• Columns – Use this to select and deselect column headers of your choice.
  • Note: Some columns may be labeled as Field # due to this search being across multiple cabinets. When you select a file, the column header will change to indicate the appropriate column header for that document.

• Upload (above file list entirely) – Integrated drag and drop of browse to upload docs straight in to Worldox.
  • It's recommended you just do this through your normal save processes, and not through the frame within SalesForce.