Adjunte un PDF firmado a un registro del CRM

Complete una firma y coloque el documento firmado junto al registro correspondiente.

Instrucciones paso a paso

1. 1

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

2. 2

   Agregue the CRM attach-document step.

3. 3

   Seleccione the approved target record mapping.

4. 4

   Run the workflow.

5. 5

   Abra integration logs.

6. 6

   Verify the document in the CRM.