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Working with SpringCM Document Storage from SmartCloud Connect

Office 365

SpringCM, a convenient and secure platform for document/contract storage and management, can be effectively accessed from the SmartCloud Connect Add-In: after setting up SpringCM you can directly upload and retrieve documents to/from the SpringCM storage in several mouse-clicks in the Sidebar.

Important

Please note that when you click the Add file or Add attachment button in the Sidebar, the files attached to an email are saved in Salesforce, and not in SpringCM. Only the below described procedures are used to work with files stored in SpringCM.

Tip

Also refer to this video guide to see how SpringCM integration works in SmartCloud Connect.

 

To Save Email Attachment(s) to SpringCM:

  1. With SmartCloud Connect Sidebar open, select the email containing the needed attachment(s) in MS Outlook

  2. In SmartCloud Connect Sidebar, open the relevant business record’s Detailed view by clicking > in its header, then click on the Documents tab

  1. You will see the directories structure in your SpringCM storage. Click the Upload Files button at the top of the window

  2. In the “Upload attachments to” dialog window that appears, select the attachment(s) you want to save in SpringCM by filling the corresponding checkboxes, then click Next

Note

On the list, there will also be the “default attachment” - the email message rendered as an .eml file

  1. In the next Save Attachments to SpringCM dialog window, navigate the directories structure and open the SpringCM folder in which you want to store selected file(s) and click Upload

Note

In the latest SmartCloud Connect updates, the folder for attachments saving may be be set automatically - the root folder of the associated object.

  1. You will see a success toast notification pop up “Selected files were successfully uploaded to SpringCM”

 

To Attach a File Stored in SpringCM to an Email Message:

Important

Attaching files stored in SpringCM to messages can only be done in compose mode.

  1. With SmartCloud Connect Sidebar open, compose a new email that you want to attach a file from SpringCM to, by clicking New Email, Reply/Reply all or Forward in MS Outlook

  2. In SmartCloud Connect Sidebar, open the relevant business record’s detailed view by clicking > in its header, then click on the Documents tab

  3. You will see the directories structure in your SpringCM storage that you will be able to navigate through; there will be a paperclip icon next to every file in it

  1. To retrieve a file from SpringCM and attach it to the message, click on the paperclip icon

 

Limitations

  • Please note that presently, due to a technical limitation, the Desktop (.MSI) implementation of SmartCloud Connect does not allow retrieving documents from SpringCM, that can only be done in the Web (Cloud) implementation of SmartCloud Connect.

  • If your SpringCM storage has just been set up and contains no files, SmartCloud Connect will not be able to work with it, displaying an error notification “It seems there are no related documents fount in SpringCM. They could be not generated yet, so please open this record and navigate to the tab with Documents, wait until they are loaded and then refresh SmartCloud Connect. In case the issue persists, please contact your Salesforce administrator”. In order to start working with it, please first store any file in your SpringCM via Salesforce.