Next® for Salesforce gets easy way to add new documents

When you run Salesforce™ together with Next® Enterprise Archive you appreciate the seamless access to every relevant document directly from anywhere in Salesforce. You are also able to archive documents from Salesforce into Next® with a single click. 

With this new feature, we make it even easier and more efficient to archive customer related documents.

While in Salesforce, simply drag your document to the green drop-zone (or click it to browse your PC). Next® the opens up the Add document dialog, with almost everything pre-filled from Salesforce.


Now you have Add new documents in Salesforce 


The upload to Next® is blazingly fast and within a second, your new document will appear in Salesforce - and everywhere else.

If you have Next® Mailroom in place, we will typically set it up, so that newly added documents are processed to secure correct classification and permissions settings. 

Future enhancements


For the techies

This new functionality is enabled through a new URL integration parameter that allows you to enable or disable the new external drop-zone. This is of course also available for similar integrations where, the list of documents is rendered natively in the integrating application -  as opposed to the integrations where the Next® component renders both the list and the document.

Commercial terms and conditions

This new feature is available at no additional cost, to users with license and active service plan for Next® Enterprise Archive and the Next® Connector for Salesforce™. 

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.  


Details

Title:

Next® for Salesforce gets easy way to add new documents 

Type:

New feature

Status:

Released

Release time:

January 2022

Affected products:

Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® Invoices
Next® Mailroom

Audience:

Next® users

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

17.01.2022

By:

Kim Hellum