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Categories CRM App
Created by Guest
Created on Jun 6, 2019

Drag documents in to replace existing documents on a record

Whilst it is possible to edit a document within Prospect it is not possible to replace it with a new copy. 

 

Users might edit a copy of a document that is saved in Prospect and then want to replace it with another version they have been working on elsewhere.

 

This could be done by dragging and dropping a new copy of the document into Prospect over the existing document preview.

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