Smarter Files Documentation

Welcome to the documentation for Smarter Files — the smarter way to manage files on any Salesforce record page. Use the sections below to get up and running, explore features, and configure the app for your org.

Getting Started

• Introduction — What Smarter Files is and how it works.
• Installation — Install the app and drop it on a record page.

Features

• File Management — The configurable file manager overview.
• Views & Sorting — List and tile views, sorting options.
• Bulk ZIP Download — Download all files as a single archive.
• File Actions — Preview, download, edit, delete, and share.
• Public Links — Generate public sharing URLs for files.
• Upload Restrictions — Control allowed file types and sizes.
• Custom Labels — Customize all user-facing text.

AppExchange Edition

• Storage Modes — Standard or Isolated file storage.
• Visibility Controls — Role-based category filtering.
• Private Documents — Mark files as private.

Configuration

• Component Setup — Add and configure the component in Lightning App Builder.
• Admin Settings — Categories, roles, and visibility rules.