In this article, you will know how to manage the templates files and give users access to the template using Salesforce CRM Content.
Dynamo recommended you use Salesforce CRM Content to manage templates and outcome documents. Salesforce Libraries enable you to manage all the template files or outcome documents in one place.
Check the Enable Salesforce CRM Content checkbox.
Check the Autoassign feature licenses to existing and new users checkbox if you want to give all users access to CRM Content.
If you have not auto assign all users access to CRM Content, you can give them access manually.
Next to the appropriate user, click Edit.
Check the Salesforce CRM Content User box.
Type in a Label for the public group, the Group Name will be automatically populated. For example, you can have 2 groups named as "Dynamo End-users" or "Dynamo Administrators"
Grant Access Using Hierarchies does not work with Salesforce CRM Content, so having this checked depends on whether you use this public group to some other purposes also. If this is only used with Dynamo and Content Libraries, leave the check box unselected.
Add users to the public group. This can be done user by user, by roles or by other public groups.
Next to the appropriate public group, click Edit.
Add new users one by one, by roles or by other public groups.
Situation updated on April 2017:
Currently, managing Libraries is not available in Lightning Experience. All the creation and configuration need to be done in Classic UI. Nonetheless, all existing libraries and files in libraries will be visible in Lightning UI under Files tab.
There are 2 ways to add files to the Salesforce Library. Depends on the situation or your working progress, select the appropriate method below
Under Dynamo tab in Office application or in Dynamo Online Editor, select Save or Save As
Select Libraries tab.
Select Publish to a shared library and the library's name
or in Share with, select the library's name.
In the Libraries tab, select Contribute
Choose the Dynamo template file from your computer.
In Sharing, select Publish to a shared library.
Select the library name.
You can create a custom field and record type for Dynamo templates. The custom field can look up for the specific object that has been using in Dynamo templates. As the result, you can configure the "Create" buttons: When end-users click the "Create" button in one Salesforce object to generate a new document, Dynamo will add filters to the template list:
Learn more about the "Main Object"