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Nintex Newbie

NintexSign - Attach completed document to Salesforce Record

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.

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Nintex Employee
Nintex Employee

Re: NintexSign - Attach completed document to Salesforce Record

@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/AddDataMappingtoaDD...) , so the file can map back to the correct record. 

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