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In this section, we will guide you through creating a folder for attachements on your record page where the docuWeaver is dragged and dropped.

Steps to create a folder

  1. Navigate to record page on which you wish to upload the attachements.

  2. Look for docuWeaver lightning component dragged and dropped earlier on the record page.

  3. Click on New button.

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  1. The modal for folder creation opens up. Fill the details such as Name and Storage Profile.

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  1. Once all details are filled in, click the Save button.

  2. The folder will now be created and visible in the docuWeaver component.

Note: While creating a folder, you can only select storage profiles that have been created and are active. You can follow this link to learn how to create a storage profile.

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