Update Existing Content
I'm currently using 'Salesforce Files' which creates a content record for the DDP. Salesforce supports content versioning making it easy for users to 'attach a new version' however this isn't supported in Drawloop.
It would be next level, if you could give us options to insert a new file, but if it exists, update the content. This would give us one static URL to the content and make navigating our Notes & Attachments sections much easier!
Dan Boudreau
shared this idea
Thank you for submitting this feedback. We are currently reviewing this for inclusion in our development cycle. Please feel free to add additional comments to help us improve your experience. Thank you!
-
Kevin Crews
commented
This would also solve a big problem for me. When a user runs a document package, I have an insert-update to submit the record for approval. The approver reviews the record and the docs. This works very well when the record/docs are approved. But if they are rejected, and then the user makes corrections and generates the document a second time, the new document attaches as a new file -- so now I have the old (rejected) doc and the new doc visible.
I'd prefer that the new document replace the prior document as a new version.