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Upgrade Notes
If using SURL/Public Share feature
change record id to sid (ADD DETAILS)
New Features
DocuFetch
Enhancements
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Access your SURL community by going to Setup->Digital Experiences->All Sites and click Builder
Click into the Visualforce Page component
On the Configuration window, change Record Id from {!RecordId} to {!sid}
See /wiki/spaces/SK/pages/1283785106 for details.
New Features
DocuFetch
DocuFetch provides end-to-end document management by providing a way to:
Create a request asking for particular documents to be uploaded
Send the request link to a user outside of Salesforce, which will provide an upload button for each requested document
Allow the user to upload one or more documents, including documents that are pre-filled in via merge fields and documents that have been signed via e-signature by the user
Approve or reject the received documents, and request another document if one is rejected
Store the user-uploaded documents in S-Drive
Create document request templates to be used over and over again
Learn to configure and use DocuFetch
Read more about our DocuFetch end-to-end document collection solution:
https://www.sdriveapp.com/blog/streamlining-document-collection-for-financial-professionals/
How Document Collection Process for Salesforce Saves Time and Money
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Enhancements
New type ahead feature for the To field on S-Drive Email
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Bug Fixes
Deprecated
None
Retired
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