After installing the Docupace Integration package on the Salesforce site and configuring all necessary settings, you need to add Docupace menu items (buttons) and apps (related lists) to the layouts of Salesforce objects. This example shows how to add Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) and apps (Docupace Documents and Docupace Work Items) to the layout of the Account page in the Salesforce Lightning UI and customize them. To do that, the steps are:
Step 1: Add Mobile & Lightning Actions to Account Page Layout
| Rw ui steps macro | |||||||
|---|---|---|---|---|---|---|---|
In Salesforce Lightning, open the Setup section.
Open the Object Manager (in the top toolbar). A list of all objects is displayed. Scroll down or use Quick Find to find the Account object.
Click on the Account object name to open.  
Open Page Layouts section. A list of layouts for that object is shown. 
Click on the layout you need to modify. A page with all layout elements is shown.
In the list of elements, open Mobile & Lightning Actions.
In the page layout, scroll down to the Salesforce Mobile & Lightning Experience Actions section.
Drag and drop Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) from the list of elements to this section. Place them after the Printable View action or at the very end of the section.   |
Step 2: Add Apps to Related Lists Section of Account Page Layout
| Rw ui steps macro | |||
|---|---|---|---|
In the list of elements, click Related Lists.
Drag and drop Docupace apps (Docupace Work Items and Docupace Documents) from the list of elements to the page layout.  
When all two items have been moved to the page layout, click Quick Save in the Account Layout toolbar. Note: If a confirmation pop-up appears, click Yes. %20added%20to%20page%20layout2.png?version=1&modificationDate=1670489170664&cacheVersion=1&api=v2&width=453) %20added%20to%20page%20layout2.png?version=1&modificationDate=1670489170664&cacheVersion=1&api=v2&width=448) |
Step 3: Customize the Docupace Work Items App
| Rw ui steps macro | |||||
|---|---|---|---|---|---|
Click on the Properties icon for the Docupace Work Items app.  
Move the following fields to the Selected Fields side by clicking Add.
Note: See the full list of available columns below.
Then expand the Buttons section of the dialog and deselect the New button, as it is not useful to Salesforce users. Then click OK to confirm new properties. Click Quick Save in the Account Layout toolbar.  |
Step 4: Customize the Docupace Documents App
| Rw ui steps macro | |||||
|---|---|---|---|---|---|
Click on the Properties icon for the Docupace Documents app. 
Move the following fields to the Selected Fields side by clicking Add.
Note: See the full list of available columns below.
 
Then expand the Buttons section of the dialog and deselect the New button, as it is not useful to Salesforce users. Then click OK to confirm new properties. Click Quick Save in the Account Layout toolbar.   |
Step 5: Add a Visualforce Page Element for Account Page Layout
| Rw ui steps macro | |||||||
|---|---|---|---|---|---|---|---|
In the list of elements, click Visualforce Pages.
Drag and drop DocupaceFetchAccountDocuments app from the list of elements to the Account page layout.  
Click on the properties for this element. Change Height to 0 pixels. Click OK in the pop-up window.  
Then click Save in the Account Layout toolbar to keep the changes and exit the page layout. If a confirmation pop-up appears, click Yes. 
To check the result, open any account in Salesforce and refresh the page (F5). Docupace items appear under the drop-down menu. Lists of Docupace documents and work items appear in the Related tab.  
|
Available App Columns for Docupace Work Items and Documents
Docupace Work Item Columns
Barcode (link)
Client ID
Client Sub Folder Detail (link)
Contact
Created By
Created By Alias
Created Date
Documents List (link)
Event Type
Last Activity Date
Last Modified By
Last Modified By Alias
Last Modified Date
Last Note
Opportunity ID
Other Description
Owner Alias
Owner First Name
Owner Last Name
Product Description
Product Type
Received Connection Name
Rep First Name
Rep Last Name
Request Number
Request Status
Request Type
Sent Connection Name
Subfolder Status
Task Name
Work Item #
Work Item Detail (link)
Document Columns
Contact
Create Date
Created By
Created By Alias
Created Date
Display Barcode (link)
Display Document (link)
Display Index (link)
Document Id
Document Name
Document Type
First Name
Last Modified By
Last Modified By Alias
Last Modified Date
Last Name
Owner Alias
Owner First Name
Owner Last Name
Pages
Product Type
Received Connection Name
Record ID
Registration Type
Sent Connection Name
Subfolder Type
Vendor/Custodian