Attach a Signed PDF to a CRM Record

Complete a signature workflow and place the signed document with the CRM record.

Step-by-step instructions

1. 1

   Confirm the destination CRM connector and document-attachment capability are marked validated, then complete the Alvorant Sign request.

2. 2

   Add the CRM attach-document step.

3. 3

   Select the approved target record mapping.

4. 4

   Run the workflow.

5. 5

   Open integration logs.

6. 6

   Verify the document in the CRM.