In this section, we will guide you through adding docuWeaver component on lightning record pages, digital experience sites as well as lightning flows.

Steps to use docuWeaver on Lightning Record Page

1. Navigate to record page on which you wish to use docuWeaver component. Click on Gear Icon and further click on Edit Page to edit the record page layout to drag and drop docuWeaver component on it.

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Edit Page

2. Locate the docuWeaver component in the Components panel on the left-hand side, scroll down to the Custom - Managed section.

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docuWeaver component in Custom - Managed components section

3. Simply drag and drop the docuWeaver component to the desired location on your record page layout. Click the Save button in the top-right corner to apply the changes to the record page.

4. Once the docuWeaver component is placed on the record page, it will allow you to upload files directly from your local system.

Steps to use docuWeaver on Lightning Flow

1. Navigate to screen flow on which you wish to use docuWeaver component. Click on Add Element and further click on Screen Interaction Element.

2. Locate the docuWeaver component in the Components panel on the left-hand side, scroll down to the Custom component. Drag and drop the component in flow screen.

3. Set the config for docuWeaver component as per wish such as Allowed Storage Profile, Max File Size(kB) and Root Path. After configuring, save and activate the flow.

4. User can invoke this flow through a button or row action on the lightning page.