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wDocs May 2020 Update

Version 4.06  •  Released on May 28th, 2020

Overview

This article describes the changes introduced to wDocs in May 2020.

Please see the wDocs Product Page or the wDocs User Guide for information about supported Sugar versions and compatibility.

Feature Enhancements

The following feature enhancements are available in this release:

  • Added support for loading emails from a previewed account from the drilldown drawer. Starting with the May update, users can now send merged documents as attachments from the previewed account of any drill down chart. 
merged documents as attachments

Once the Drill Down Drawer opens, click on the Preview button. After the Account record preview opens, you can click on the Send Document As Attachment button in the wDocs widget, available in the Sugar footer.

Send Document As Attachment

Once the button is pressed, the email drawer will open. The To: field is auto-populated with the Email address associated with the Account Record opened in Preview.

Compose Email

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