Use the airSlate Lightning component to directly access a list of all record-related workflows. Easily track when your documents were completed by teammates.
How to add
Go to the record page where you need to add the airSlate Lightning sidebar component and click the gear icon. Then, select Edit Page.
Note: this action can only be implemented by the administrator of the Salesforce organization.
Scroll down to the Lightning custom components and select the airSlate component. Drag and drop it directly on your record page. Once done, click Save.
In the Page Saved modal window, click Activate to make the Lightning component visible to users.
Note: the Page Saved modal window is displayed when installing the Lightning component to a record for the first time.
If you are reinstalling the Lightning component, you can activate it by selecting Activation.
In the Activation pop-up, select Assign as Org Default to make the component accessible from every record in your organization.
In the Assign form factor modal window, select the form factors that you want your org default page to be available for (Desktop in the current example). Then, click Next to proceed.
Next, in the Review assignment modal window, confirm your setting by clicking Save.
Click Save to save your assignment settings. Once done, you can go back to your record page.
Now the airSlate Lightning component will be located right where you added it on your record page. Use it to instantly access and track airSlate documents created from Salesforce.
How to use
Easily track the completion of documents by your users and view every document revision with the airSlate Lightning sidebar component. Sort documents by order, name, and last revision date to easily locate them.
Adjust the way your documents are displayed in the Lightning component by filtering them.
Selecting the Only my documents checkbox will display documents created by you as well as documents assigned to you by other users.
To view documents for a specific time period, click the Last modified date field. In the calendar, select the desired time period, then click Apply.
All document revisions created for a selected time period will instantly appear.
To filter documents by their status, select the criteria you want to filter them by. Then, click Apply.
Note: Document statuses will be automatically added to a list once certain actions are performed with documents.
To filter documents by their tags, select the one you need. Then, click Apply.
Once you’ve set up the filtering criteria, select Apply.
To find a specific document in the workflow list, type the first letter of its name in the search line.
Select the Sort by dropdown menu to define the display order for your documents in the list. Sort them by name, date of creation, or last updated.
Click the three dots menu next to the document to:
create a new document revision (click Revise)
view the latest document revision (click View)
delete the current document (click Delete)
view a list of every revision for a document (click Show all revisions)
discard draft to create a new revision
Note:
If you are a workflow administrator, you’ll be able to create new revisions for any document or delete any documents in your workflow.
If you are a Supervisor/Workspace owner, you’ll be able to create new revisions for any document or delete any documents in any workflow.