Skip ke Konten
Menu
Pertanyaan ini telah diberikan tanda
1 Balas
3148 Tampilan

I would like to attach and send document for signature on different records, is that possible?

Avatar
Buang
Penulis Jawaban Terbai

Yes, it is possible following different steps. you can:

1. Go the Sign App and create a template. Then go to the required record, click on the gear icon, click on Request Signature and send that attached template.

 


2. You can go to Activity Types and add a default Signature Template for the Activity Type Request Signature. Then you can schedule a Request Signature activity on the record. You could change the template to be signed from the scheduled activity itself.


3. You can go to the Sign app and either use one of the saved templates or upload a new document and click on Send.

Avatar
Buang
Post Terkait Replies Tampilan Aktivitas
1
Agu 24
1258
1
Jul 24
1172
3
Jun 25
2006
3
Apr 25
1838
1
Des 24
2584