Hi,
I am sending a document out to users to e-Sign through DocGen - AdobeSign delivery option. Is there a way I can get the Salesforce Record to update status, and have the completed document attach on the record itself? Somehow I'm missing something and can't get it to work.
Thanks.
@rnkw1 You may need to set up the data/file mapping for the object you are working with(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/AddDataMappingtoaDDP.htm) , so the file can map back to the correct record.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.