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For Salesforce Administrators

File Viewer — find any file in seconds

• Full-text search across file title and tagged fields (3+ characters, SOSL-backed), combined with field filters, related-record filters, relative date ranges (today, this quarter, last year, custom), and include/exclude file types.
• Filter by any record the file is linked to, across any object you allow — Accounts, Cases, custom objects — and follow related schema paths (e.g. Account → Opportunities → Contracts) so a user sees every document in a hierarchy, not just the ones on the current record.
• List view and tile view, in-page preview via Salesforce renditions, HEIC image support, and a “Show in Browser’s Viewer” fallback for anything else.
• Scalable viewer: read and inspect documents in a resizable viewer directly on the record page. No preview modal, no navigating to the file and back; fewer clicks and the user stays in the record’s context.
• Inline editing of tags directly in the results grid, with “Use Last Modified Values” to speed up bulk tagging sessions.
• Resizable, remembered layout: image width, list height, and column widths persist per user.
• “Show Untagged Files” surfaces documents that slipped through without classification.
• Bookmarkable searches — “Launch Last Search” produces a URL users can share or save.
• Bulk actions on a result set: Download Files (zipped), Download Data (CSV of file metadata), Download Relationships, Create Public Links, Create Public Links with Passwords, Remove Public Links.
• Available as a tab, on any Lightning record page, app page, home page, utility bar, Experience Cloud page, Flow screen, or quick action.

Tag & Upload — files arrive classified

• Global or object-specific quick action: users pick the file’s attributes first, then upload, so nothing lands untagged.
• Standard mode (up to 10 files) and Enhanced mode for large drops: select hundreds of files, run duplicate detection by title and size, choose “set all as new files” or “set all as new versions,” remove oversize files in one click.
• Required fields, default values, read-only fields, and dependent field visibility (show “Contract Type” only when “Category = Legal”) — all declared in configuration.
• Sharing decided at upload time: Inferred vs Viewer share type, and Internal vs All Users visibility for Experience Cloud, with sensible org-level defaults.
• Suggested links propose related records (e.g. the Account behind an Opportunity) so a file can be linked to everything it belongs to in one step.
• Post-upload actions: close, show results, or jump straight into File Viewer.
• Full support for record types on ContentVersion, with a utility that keeps record-type picklist values in sync (Apex cannot read these natively).

Content Viewer — files where the work happens

• Drop-in Lightning Web Component for record pages, app pages, Experience Cloud, and Flow screens.
• Shows files for the current record, a specific list of Ids, or a Flow collection.
• Five presentation styles: default tabs, scoped tabs, vertical tabs, carousel, tile.
• Renders Salesforce Notes as well as files; optional delete button; height and image-width controls.
• Bound to a named configuration so different pages can show different fields to different audiences.
• Curated file lists: show only the files that match a configuration’s filter, or files drawn from related records, on each record page. Stock Salesforce has no way to curate the Files related list.

Sharing, links, and distribution

• Link manager on every file: see every record it is linked to, add links by searching any allowed object, remove links, change owner, and accept suggested links.
• Public links (ContentDistribution) with expiration date, optional password, custom link title, view count and last-viewed tracking, and one-click copy of link, download link, or password.
• Download Records Files component: pull every file on a record as a zip, with a stop button for large jobs.
• Per-configuration switches decide which distribution actions each audience can see (create link, delete link, download data, download files, sharing details).

File Reporting — auditing and compliance without SOQL

• A guided four-step report builder: pick an object, filter its records, define one or more filter sets describing the documents you expect, choose a result type, run.
• Result types answer the compliance question directly: All Records, Records With Documents, or Records Without Documents (“which open Opportunities have no signed SOW?”).
• Filter sets combine with AND / OR / custom evaluation patterns like (1 OR 2) AND 3, plus an AND HAS mode that requires every filter set to be satisfied by at least one document.
• Grouped and detail views, show/hide files inline, navigate to record or document, open results in File Viewer, download the data or the files.
• Save reports, save-as, and schedule them. Each scheduled run publishes a platform event (File_Report_Event__e) with the record Ids and counts, so a Flow can email owners, post to Chatter, or create tasks — a template Flow is included.
• Record Report component shows a single record’s compliance status on its own page, or inside a Flow screen as a validation gate.
• Report Runner inside File Viewer lets end users run a saved report and then filter the resulting documents further.
• “View SOQL Syntax” shows the generated query for review.

FirmWorks Notes

• A rich note editor built on Salesforce Notes with autosave, tags, search, and related records.
• Version history with restore, side-by-side compare between versions, duplicate, and Create PDF Copy.
• Notes appear in File Viewer alongside files, so a matter or account has one document timeline.

Configurator — no-code control of every component

• Visual editor (File Viewer Configurator tab) that writes File_Viewer_Configuration__mdt records: display fields, filter fields, required fields, read-only fields, dependent visibility, lookup sub-queries, default values, allowed filter objects, related schema paths, sharing defaults, distribution actions, report-runner settings, and view settings.
• Create as many configurations as you have audiences; assign one per component instance in App Builder from a picklist.
• Clone existing configurations; deactivate without deleting.

Security, permissions, and setup

• Permission sets for Files User, Configurator, Reporting, Experience User, File Events, and Notes User, plus ready-made permission set groups (Admin, User, Reporter, Experience User).
• Custom permissions gate every administrative surface so UI reflects what a user can actually do.
• Apex runs with sharing; user-supplied HTML is sanitized with DOMPurify.
• Passed repeated AppExchange security reviews (history retained in the repo).
• License management through standard Installed Package “Manage Licenses”; optional modules (File Events, Notes) are toggled by feature parameters.
• A Home tab walks admins through licenses, permission sets, configuration, reporting, and support.
• All UI text is in Custom Labels with English, Spanish, Mexican Spanish, and French translations.

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