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  • 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:

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See Column Settings: wrapping headings, column widths, clickable columns for more information

Folder Tree Expand/Collapse

You can now easily expand and collapse the folder tree.

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Image Added

Bug Fixes

  • Fix Breadcrumbs should not show folders above the folder that was shared via public share

  • Fix public share links not opening on mobile

  • Fix apostrophe in file name causes error in Lightning Upload

  • Fix upload fails when OWD is public read/write

  • Fix Copy URL expiration date not respected for long urls on Lightning

  • Fix repetitive error message when deleting nested folders without permission

Deprecated

None

Retired

None

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