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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