File versioning?


Hello! Has anyone been able to handle versioning within Drawloop? For example, if I run a DDP on a Case, and then run it again later, could I have Drawloop save the second DDP as a new version of the first file? I know I can have multiple files saved on the case from each run, but I'm hoping to use the same file and just update the version. 

 

Thanks in advance!


3 replies

@csims - Is the desired outcome when you create the new document the old one is deleted?

@DavidStephen We're looking to do something more like this where the prior version is still accessible but the current run replaces it with a new version. Thank you for the reply!

As long as the desitination supports it we would to.

 

For example Saleforce 'content' has version control - as does box.com (both of which we work with). We dont actually store anything docgen-wise, so this would be someting we handle with the delivery location.

 

If you are trying to stay in SF (files/attachments) would changing the filename dynamically work?

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