The documents list page displays a list of documents in a selected folder. From this page, you can view detailed document information or manipulate the document.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To view documents: | Read on documents |
| To change document properties: | Edit on documents |
| To replace documents: | Edit on documents |
| To delete documents: | Delete on documents |
- Click the document name to view the document properties.
- Click Edit next to a document to edit the document properties.
- Click Del to move the document to the Recycle Bin.
- Click View to open the file in its associated application. If a file type is not recognized or the application is not loaded on your machine, Salesforce displays a standard download dialog prompting you to choose a save option.
- Choose a folder to view a list of documents stored in that folder.
- Click any column heading to sort the documents in ascending or descending order by the information in that column.
- At the top of the list, click a letter to display the contents of the sorted column that begin with that character.
- Click Next Page or Previous Page to go to the next or previous set of documents.
- At the bottom of the document list, select fewer or more to view a shorter or longer display list.
- Click Printable View to display the current list view in a format that is ready for printing.
Note If you can't find a document, you may not have access to the folder that contains it.