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Files

You can associate document versions to files and host the files either with Salesforce or externally.

Supported file types​

Scientific Publications Cloud product supports the file types that Salesforce supports. 2GB is the maximum supported file upload size. Files larger than 25MB may not be previewed and will need to be opened in another program. Visit Salesforce's documentation on File Size and Sharing Limits and Preview Files and Edit File Details.

File previews​

File previews are generated for files hosted in Salesforce and displayed in the Preview tab on the document record page. The MCM-enhanced document viewer attempts to render all files. If the file does not meet the viewer's requirements, Salesforce's content previewer attempts to generate the preview. If a document does not have a file and the Content (rich text) (mvn__CM_Content_Rich_Text__c) field on the Document Version (mvn__CM_Document_Version__c) record is available on the document preview layout, then the rich text content will appear in place of the file for the document preview instead.

Enhanced document viewer​

The enhanced document viewer renders a preview of supported files and enables you to interact with the files. With video files, you can use the video timeline bar to play the videos from specific timestamps. With PDF files, you can zoom in and out, search text, and copy and paste selected text. To enable the enhanced document viewer, you must populate the Enhanced Viewer Extensions (mvn__CM_Enhanced_Viewer_Extensions__c) field on the Default (PP_Default) MCM Global Setting (mvn__CM_Global_Setting__mdt) custom metadata record to include all of the file types that you want to be able to preview in your org (e.g., pdf,doc,docx).

You can also add annotations to PDF files as long as the files are not part of a bundle document. To enable the annotating functionality, activate the File Annotations (WV_File_Annotations) Feature Activation (mvn__Feature_Activation__mdt) metadata record and create a custom Document State Role Permission (mvn__CM_Document_State_Role_Permission__mdt) metadata record that looks up to the Annotate (CM_Annotate) Permission (mvn__CM_Permission__mdt) metadata record. If you do not have the Annotate permission or if the file is a package file or part of a bundle package, then annotations can only be viewed and cannot be created. Video files do not support annotations. All annotations are stored in the File Marker (mvn__WV_File_Marker__b) big object.

The enhanced document viewer only renders previews of files that meet these requirements:

  • The file must be a mvn__CM_Document_Version__c record.

  • The file size must be less than 2mb.

  • The file extension must be supported. Supported extensions include the following:

Text filesMedia files
- .pdf - Microsoft Office documents: - .doc - .docx - .ppt - .pptx - .xls - .xlsx- .bmp - .gif - .jpeg - .mp4 - .mov - .ogg - .png - .webm

If a document does not meet these requirements, Salesforce's content previewer attempts to render the document.

Regenerating a file preview​

If you need to regenerate a file preview, visit Salesforce's Regenerate a File Preview documentation for instructions.

Salesforce's content previewer​

Salesforce's content previewer can render both mvn__CM_Document_Version__c and ContentVersion files that meet Salesforce's specified criteria.

PDF renditions​

PDF renditions are generated for doc, docx, xls, xlsx, ppt, and pptx file extensions.

To download a PDF rendition when it is available, click the Arrow menu in the File Details component, and then click Download PDF.

If you do not like the PDF rendition that is generated, you can upload a Document Version Rendition. A rendition is a high quality, high fidelity file that you manually associate with a document version record and that usually takes the form of a PDF. Visit Renditions.

External files​

Documents may also be associated to files hosted externally. To associate a new document to an external file, click External Link when creating a new document.

Note: does not have version control for externally hosted files.