General

Evaluation #3714

open

Investigate options for moving files from SF storage to DocuVault

Added by David Canfield about 1 month ago. Updated 30 days ago.

Status:
In Progress
Priority:
High
Author:
David Canfield
Start date:
Apr 02, 2026
Due date:
Apr 30, 2026 (11 days late)
% Done:

10%

Estimated time:
16:00 h
Time log:

Description

This will likely require a case being opened with BigWorks/Docuvault.

There appears to be some contact information and the ability to create a case under the Salesforce Docuvault App.

We need one or both of:

1) Can we create a flow or automatic migration when a file arrives in SF storage it gets moved to docuvault -- this could be realtime or batch

2) Is there an API where we can upload and link files directly to docuvault and link them to a salesforce object=

2a) Can we just do this with salesforce and uploading to AWS, if so, how is there any documentation at all for moving beyond simple setup -- I seem to remember being assured there was an api, or at least a method to do this and I cannot find the info anywhere. 

You are picking up a ball dropped by Renae during her departure over a year ago -- it is, however, importabt as I am going to be uploading another huge batch of files that will need to be send to Docuvault or migrated there in the very near future./

 

 


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