Currently if we have the slightest revision to a document, we have to select the option of "Copy Template and Upload New Document", and go through the process of creating a whole new template which has a new guid, which requires us to open and modify our Dynamics CRM records referencing the template.
Please allow us to just update the underlying document within a template.
Richard
This is tentatively scheduled for Q3. The plan is to address this for both classic templates and Simple Setup templates.
Unfortunately, I cannot provide a projected release date yet, but wanted to let you know this is on the radar.
When will this be available!?!!?! Had to do this 50 times when they changed one word in my letter!
Hi Cortney!
This is available now! Open your template, then open the Document Manager and click the elipses (the three dots) next to the document you want to change. Select Replace and choose your new document. Ready to go!
