AnsweredAssumed Answered

How do I replace a document in a DDP?

Question asked by on Nov 7, 2016
Latest reply on Nov 13, 2016 by sophie.timu

I am brand new to using Drawloop, and our Drawloop was set up and configured by someone else.

I need to replace a document that is currently being sent out with an updated one. I thought all I had to do was just "replace" the document but none of the fields in the document were merged with the data from SFDC.

How do I complete this?