Table of Contents


Prerequisite

Setup MassMailer Docs Download Permission

MassMailer Docs Download Features

Create or Edit a Filter?

Delete Filter

Download All files from a Filter?

Download partial files (up to 100) from the filter results?




Following are the instructions on how to use MassMailer Docs Download feature.


Prerequisite


MassMailer Docs Download prerequisite is to have a browser plugin that can mass download files from the file links displayed in the browser window using a browser plugin.


We recommend you using the Chrome browser and the ‘Simple Mass Downloader’ browser extension. 


You can install Google Chrome browser and then install the chrome extension from the following link.

 https://chrome.google.com/webstore/detail/simple-mass-downloader/abdkkegmcbiomijcbdaodaflgehfffed?hl=en-US



Setup MassMailer Docs Download Permission


In order to access MassMailer Docs Download page you need to have the respective permission. You can have your system admin grant the access by going to 


MassMailer Docs Setup -> Layout -> MassMailer Docs Actions Setup


Select the respective Profile from the profiles drop down list and select ‘MassMailer Docs Download’ action and Save. 


If already have a profile that has the permissions setup, you can find the same in the permissions table. Just click on the Edit link for that row to edit the permissions.






MassMailer Docs Download Features


Once you have done the setup mentioned above, you can invoke MassMailer Docs Download page from a tab called, ‘MassMailer Docs Download’




Create or Edit a Filter?


Click on the ‘Add Filter Criteria’ button. Select the Filter types from the drop down list:


File Name - any string in the file name

Folder Name - any string in the entire directory name

Record Name - record name such as account name

Object Name - object name such as Account, Opportunity

Doc Type - This field is on the MassMailer Doc object

Document Sub Type - This field is on the MassMailer Doc object

Created Date - this is the created date of the file record

Owner Name - this is the owner of the file record



For example select ‘File Name’ for the filter by, select ‘contains’ for the filter operator and enter ‘Desert’ for the filer value, and click ‘Ok’ button.



Enter ‘Filter Name’ and click ‘Save Filter’ button. 



Now the saved filter is shown in the left side panel under ‘Saved Filters’



You can also add additional filter criteria by updating the filter that is already created earlier just by selecting the filter and click on the ‘Add Filter Criteria’ button again and select the filter, operator, value and click on the ‘Update Filter’ button to save the changes.







Delete Filter


Find the respective filter from the saved filters list and click on the Delete Filter button to delete.



Download All files from a Filter?


Select the filter from the ‘Saved Filters’ in the left side panel and click on ‘Download From Filter’ button which will open the file links in a separate browser window/tab based on your browser settings. Make sure that you don’t have popup blocker setup in your browser settings.



Now, assuming that you have already installed the chrome browser extension, Simple Mass Downloader’, you just have to click on the icon from the browser extension icons.



Now Simple Mass Downloader plugin shows up in the browser. Make sure that you always clear the ‘Downloaded Items’ and ‘Inactive Items’ before you start a new file download.



Now you click on the ‘Resource List’ and click on ‘Load Page Links’. Select all the file links and click on the ‘Download’ icon at the bottom right of the screen. 



Now the downloaded files show in the Download List tab in the plugin and also in your downloads folder on your computer.




Download partial files (up to 100) from the filter results?


Find the respective filter or create a new filter you want to download the files from. You can also download the selected files from different filters if you wish to. Just that the maximum number of files that you can download is 100. 


Once you select the files, just click on ‘Prepare for Download’ button to display the file links in a new browser and then click on the Simple Mass Downloader browser plugin to download files. Various operations that you can in this plugin are already explained in the previous section.