Documents :

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1. Document is a standard object created by the salesforce.

2. We use Document object to store Sensitive information (Files /Images

/Docs).

3. Any user whoes profile has read access on the Document object can
access the document.

4. Documents are classified as Internal Document|Externaly available

Image

5. Internal Document :

a. These documents can be accessed or shared with only internal

users.
b. Content of the document is not visable directly.

6. Externally Available Image .

a. These documents can be shared with internal users and

external users .
b. Content of this document is visable directly.

7. Maximum size of the document that we can upload at a time is 5MB.

8. If we want use the document as logo for your application then

document size
should be more than 3KB and less than 20KB.

9. All the Documents are stored in a Folder .Users who have access to
this folder
can view the documents .

10.Steps to create a new Document .

Navigation :

TabPanel
|---Click on '+' sign
|---Documents
|---New Document

Step 1: Enter Document Name :

Example : ICICILogo

Step 2: Enter Unique Name :

Example : ICICILogo

Step 3: Choose the document Type as Internal |External :

Example : External

Step 4: Enter Description and keyword

 Keyword is used for the searching for this document from
global search.

Step 5: Choose the document .

Step 6: Save.

11. Steps to create Document Folder .

Navigation :

Setup
|---TabPanel
|----Click on '+' sign
|---Document
|---Create Document Folder

1. Enter Folder Name : Capital Info

2. Enter Visability : Read | Read Write

3. Choose the list of users to whom the folder should be visable .

UseCase :

1. Create New Folder MyLogoes

2. Upload the logoes of Hyndai and ICICI Bank

3. Enable them as externally available images .

Note : Ensure than size is more than 3KB Less than 20KB