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FirmWorks Files | Files That Do More.

Files That Do More.

Overview

File reporting, bulk uploading, advanced data entry, and more. FirmWorks Files is a file management tool that brings enhanced functionality to Salesforce Files, allowing users to manage better, tag, and report on files without ever leaving your CRM.

See How FirmWorks Files | Files That Do More. Works

File Management, Reporting & Data Entry: FirmWorks Files simplifies file reporting and data entry workflows by allowing users to view and tag files in the same screen they’re entering data on with custom fields, making them easier to find and report on.
Mass Download & Bulk Upload: Easily drop a button to quickly download a zip file with a CSV of file information or all the files in your search with a click of a button. Conveniently upload, tag, and share thousands of files with FirmWorks Files.
Easily Configurable: Manipulate fields and views to support multiple teams and processes simultaneously. Categorize your files with custom fields, tags, or picklists.
100% Native to the Salesforce Platform - No call outs, no integrations, 100% Salesforce

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. ★Get 3 Free Licenses ★