Add note about uploading to deleted folder. See ticket 3077
DocuFetch provides end-to-end document management by providing a way to:
...
They will see a progress bar for the request and a status for each item as they complete the request.
| Info |
|---|
For information on how to use DocuFetch after it is configured, see DocuFetch User Guide |
Configuring DocuFetch on Salesforce
...
Save the settings and Go Back to the Account Page. Now you’re ready to create a Request Item.
Creating a Request
On the Request component, click the + icon and “Create New Request”
...
This will open a page where you will create Request Items to add to the Request. For example, one Request might have 3 Request Items.
...
Fill in the fields to create a Request Item and add it to the Request.
...
When you’ve added all the Request Items, click Create New Request. You could also choose to save the Request as a Template and use it to create new Requests.
Now you will see the Request on the Request component. You can copy the link and email it to the Requestee, edit the Request, or delete the request.
...
Sending the Request to a Requestee
To send the request to someone, click the clipboard icon next the request to copy the link. Paste it into whatever form of communication you want to use to send it out.
When the Requestee clicks on the link, they will see a page with each request item.
...
The Requestee can click Upload and upload their documents.
As documents are uploaded, the Requestee will see progress
...
The Requestor in Salesforce will also see progress.
...
Approving Documents
Once files are uploaded, the Requestor in Salesforce can approve or reject the documents. This can be done even if not all the documents have been uploaded. The Requestor can click the Request as soon as there is progress, and will see each item listed. Items that have been submitted can be approved or rejected by clicking on the eye icon.
...
If a document is rejected, you have the Requestor has the option to delete the original file, keep it and allow the replacement to be a separate file, or keep it and have the replacement be a new version of the original file.
Editing a Request
On the main page, click on the pencil icon next to a Request to edit it.
Then you can add items or edit or delete existing items.
...
For questions and more information, please contact us at sdrive@cyangate.com