Add a Document to the BSS
You may upload files to the BSS, and link them to contacts or publish them on the storefront. To add a document to the BSS, go to Office → Documents.
In the Documents List select Add to add a new document.
The Add/Edit Document section contains the following options:
Name - Specify the name that will appear in the BSS and Storefront. This is not the filename.
Status - The status of the file, which can be set by going to Setup → Office → Documents → File Stages
Type - The file type, which can be set in Setup → Office → Documents → File Types. This feature can be used to organize files based on their type.
File - Contains the following two options:
From file - Select Browse to locate a locally stored file.
From URL - Specify a remotely stored file by its URL.
Folder Name - The name of the BSS folder to place the file in.
Is Printable - Whether the file can be printed from the BSS.
Publish to Storefront - Whether the file is published on the storefront. See the relevant section.
Inherit Folder’s Permissions - Select to give the file the permissions of its folder.
Sharing Rule - This drop-down menu appears if Inherit Folder’s Permissions is disabled. The rules can be set by going to Setup → Administration → Personal Setup → Permission Rules
Publishing on The Storefront
Check the Publish to Storefront option when adding or editing a document to publish it in the storefront.
You can check if a document is published or unpublished in the Documents List.
The figure below shows how the documents appear on the Storefront.
Linking Documents to an Account
The Documents section in the account details view contains all documents linked to the account. You may drag and drop any documents to upload them, and link them to the current account, or select the Chain icon to link any existing documents.
Documents in Reports
To create a report on your documents, go to Reports in your BSS and select Documents as the basic data type.
Select the general columns to be included in the report.
Specify the report criteria
Select the graph type
And view the report results
