Release Notes

Version 5.5

Lightning Folder Management Updates

  • Lightning folder management UI changed.
  • Buttons replaced some menu-based functions for adding, editing, moving, and deleting folders.
Referenced in: Managing Folders
Version 5.4

Expanded Lightning Experience Functionality

  • Lightning Experience UI now provides most user functionality, including document uploading.
  • Some folder management and admin actions still open the Visualforce interface in a separate Lightning tab.
  • In the Lightning UI, users can upload documents using the button.
  • Users can add files from Salesforce, bulk download with the download icon, cut or move files, and remove or delete files with the trash icon.
  • In object-record mode, the Lightning component greys out folders that are empty of documents.
Known limitation: Subfolder behavior in object-record mode has a technical limitation that is expected to change in a future release.
Referenced in: Lightning Components, Managing Documents, Folders for Object Records
Version 5.3

Replicator 2.0 and Folder Upload Updates

  • Replicator 2.0 works with Folderize version 5.3 and later.
  • Orgs on Folderize 5.3 or later should update Replicator.
  • Folder upload documentation applies to Folderize version 5.3 and later.
  • Users on Folderize version 5.2 are directed to older upload instructions.
  • A new Folderize API permission or class access may be needed for Replicator.
  • Custom permission or profile setups may need the SMF Folderize API User permission set or access to Apex class SMF_WS_FolderizeApi.
Referenced in: The Replicator Utility, Uploading Folders
Version 5.2 and Earlier

Legacy Replicator Support

  • Older Replicator version 1.3.1 supports Folderize version 5.2 and earlier.
Referenced in: The Replicator Utility
Version 4.20

Lightning Page Availability

  • A Lightning Experience page became available.
  • This replaced older guidance for using the original Visualforce UI in Lightning App Builder.
Referenced in: Using Lightning App Builder
Version 4.19

Lightning App Builder Support

  • Lightning App Builder can use the Visualforce Page component to place Folderize on a record page.
Referenced in: Using Lightning App Builder
Version 4.17

Search Across Folders Limit Update

  • Search Across Folders returns up to 1,000 files.
  • Results are ordered by most recent.
  • Earlier search and database limitations were lifted.
Referenced in: Search Across Folders
Version 4.16-5.5

Admin Tool Improvements

  • Added a Load More option when more files are available on the server than can be pulled into the browser in one operation.
  • Added Sharing Manager settings for default tab selection and opening automatically on upload.
Referenced in: Admin Tools
Version 4.13 / January 2022

Document Sharing Enhancement

  • Added the ability to share already-uploaded files through Menu > Manage Documents > Share with....
Referenced in: Document Permissions
Version 4.12

Chatter Group Sharing

  • Added an Admin Tools setting for Chatter Group sharing.
  • When enabled, users can share with Chatter Groups during upload and from Manage Documents > Share with....
Referenced in: Admin Tools
Version 4.11 / July 2021

Document Tag Management

  • Added the ability to add, edit, and remove document tags directly in Folderize.
  • Tag management is available in both Lightning Experience and Salesforce Classic.
  • Previously, tag management required the Classic document detail page.
Referenced in: Using Folder Tags
Version 4.7

Mobile Upload Support

  • Added mobile upload support.
  • An upload icon appears in the upper-right of a folder document list.
  • Users can upload documents or snap and upload photos from a mobile device.
Referenced in: Using the Mobile Interface
Version 4.6 / Before February 17, 2020 Installs

Library Sharing Default Setting

  • The Enable Sharing Documents With Libraries setting is now off by default.
  • Packages installed before February 17, 2020 or before version 4.6 may have this setting enabled by default.
Referenced in: Admin Tools
Version 4.5

Object-Specific Folder Structures

  • Admins can specify different folder structures for different Salesforce objects in object-record mode.
  • Older installs may show API Access: Restricted in Installed Packages.
  • The support site recommends disabling that old restriction because it may prevent Folderize from showing record names in page titles.
Referenced in: Folders for Object Records
Version 4.1 and Earlier

Menu Label Change

  • The Menu button was previously labeled Settings.
Referenced in: Set Permissions on Folders
Version 4.0 / June 2017

Permission Set Model

  • Permission sets became the recommended way to manage Folderize app access.
  • Earlier version 3.x installs commonly used profile-based permissions.
Referenced in: App Permissions