Replace files such as PDFs, images, PPTs & docs while preserving the same link using CloudFiles' online content library.
In this article we cover how to replace files using the CloudFiles content library. You can replace your file content without needing to replace the existing links using CloudFiles.
What Does CloudFiles Replace Files Feature Do?
Many a times, there are last minute changes or new updates to be incorporated into your content, However the content links have already been shared with a number of recipients. In such cases it is recommended to use the CloudFiles Replace File feature to replace your files while retaining the functionality of the shared CloudFiles links. This feature does not affect your Workflows and just updates the content.
E.g. minor revisions in proposals, e-books, contracts etc... You can replace pdfs, ppts, docs or any other type of files that you have uploaded into the content library using this feature.
Follow the steps below to replace files in the content library -
Locate & Replace the File
Go to the CloudFiles Content Library.
Locate the file you want to replace. You can search through the library. Click on the file name to open the link management screen for the file. Click on Replace File button. Upload a new file.
Although the file name will remain the same, the content of the file will be replace. You can ensure this in the next step.
First find the file in the CloudFiles HubSpot Widget inside any HubSpot record.
Click on the actions button on the right and then choose Replace. Upload a new file.
Although the file name will remain the same, the content of the file will be replace. You can ensure this in the next step.
This feature is not available here yet. If you have any urgent requirement chat with us.
Preview & Check
Preview the file to ensure that the new file has been uploaded. Your customers will immediately start seeing the new file even on the older links that you had shared earlier with them. Thus you can manage externally shared documents easily without having to re-send the file over and over again to the customers.
Note that sometimes it may take a while for the file to get processed. Refresh the preview screen if you see a similar message while previewing the file.