Updating an attachment that came from Seismic has never been easier. This feature allows you to quickly make updates to these attachments in your Loopio Attachment Library.
Requirements
Subscription Required: The Seismic Integration and Attachment Library aren't available on all subscription plans. Contact Support to learn more: Send an email to Support
- Active Seismic Account (Premium license required)
- Seismic integration enabled by a Loopio Admin. Read more: How Do I Set Up the Seismic Integration?
- Attachments were previously added to Loopio entries from Seismic and those answers have been added to the Loopio Library (Attachment is visible on the Attachment Library screen)
Steps
- Navigate to the Loopio Attachment Library
- Click on the gear icon to the right of the file to bring up the menu and select the “Update from Seismic” option
Tip: Files imported from Seismic include the Seismic logo over the thumbnail.
Warning: Seismic users with a “Business” license don't have access to Seismic’s file version API needed to establish a link between a Seismic file and a Loopio attachment. This means that Seismic files attached by these users may not have that Seismic logo shown in the attachment library.
- The update modal will display all newer versions of the file in Seismic.
- Select the version you wish to update the file to and click Update
