Yesterday, I used Content Delivery to send a pdf to a client. Simple, right? Upload the Word document to Content, associate it with a record, and deliver the content. Surely if I upload a new version, the delivery will refer to the latest version, right? There’s no place to select that option, so I can assume, right?
Wrong.
This is the screen I see when I choose to deliver a given file. Note that I can choose whether to allow access to the original file or only to a pdf… but nothing about which version to deliver. (There are 4 versions right now.)
The document in question needed some changes, so I uploaded a new version and told the client that the old link would still work. Oops.
By default, Content Deliveries are set to refer to one specific version of a Content file. I can understand this, but surely I should be given the opportunity to change that?
To do this, view the Delivery record and see the following:
Click Edit and check the appropriate checkbox.
There you have it! A few extra clicks, but a Content Delivery can point to the latest version.
Do you use Content Deliveries? How do you like it?
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I’ve only used it once or twice but I’d agree that there some things like this which still need to be flushed out. Still a bit cumbersome to send a client an attachment. Still easier just to send in an email.
… this should really be the default option!