Enhancements to LOOP within Salesforce.com
We are pleased to announce an improved user interface and additional functionality to LOOP for Salesforce.com. With LOOP, you can convert and combine files to PDF with the option to email or archive in Salesforce.com.
New User Interface
We have created a new interface for LOOP to make it look and feel more like a normal Salesforce page.
Log a File
Users can now create an activity history record that links to a PDF created within LOOP with the simple click of a button. The PDF is stored on Drawloop’s servers and the link in the comments of the activity history allows anyone to download the PDF. The PDF will not count toward your allowed Salesforce storage.
Attach a File
LOOP now offers a quick and easy way to attach a PDF to a Salesforce record. By clicking the “Attach File” button or link, your PDF will be stored as an attachment under the object you clicked LOOP It from.
Add to Salesforce Documents
A PDF created with LOOP can be saved to the Salesforce Documents tab. Click the “Add to SF Documents” button or link, select the folder to save the document to, and the document is stored in Salesforce.
