You can pull whatever files you’ve put into your Notes & Attachments section of an Opportunity or other Salesforce object into your Octiv proposal. After you move them, these files appear as Attachments to your document. They’re updated when you click “Refresh Variables”.
Only a System Administrator can enable this function.
Follow these steps to add Salesforce attachments to your account capabilities:
- From your Administration view, click Integrations.
- Choose Salesforce.
- Scroll down to Manage Features.
- Click Attachments.
- From the dropdown menu, click the checkbox next to Enable Attachments.
Note: You can specify which files you want pulled into your proposals by specifying a pattern (e.g., .pdf) in the File Name Pattern field. If you don’t set parameters, all files are pulled as attachments. You will also want to include a “wild card” in front of your file type if you’d like to have a specific name as part of what’s attached (e.g., *.pdf if you want to have any PDF file; OR *signed.pdf if you only want PDF names that end with “signed”).
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