This comprehensive video will teach you how to write Nintex eSign data back to Salesforce. The process includes creating a Nintex eSign template and setting up the eSign data to write back to Salesforce. Additionally, it covers linking an eSign template to the Delivery option in DocGen for Salesforce.
References
- Nintex eSign Help: Build an eSign template in the Nintex eSign portal
- DocGen for Salesforce Help: Set up eSign data to write back to Salesforce
- DocGen for Salesforce Help: Link an eSign template to the Delivery option DocGen for Salesforce
- DocGen for Salesforce Help: Nintex eSign Delivery Option
- DocGen for Salesforce Help: Templates