How do I upload an agreement template when sending an agreement?

Question

Hi Team,Please be informed that we are facing problem to Select Email Template from Email Template folder in Salesforce because when we create Agreement there is button “Add Files” when we would click on that button it would allow to select documents from SALESFORCE CRM & FILES, SALESFORCE DOCUMENTS and Upload from My Computer only not from Email Template folder even there is no option to open Email Template folder in this so how would select Email Template in Salesforce.Request you to please assist us. Thanks, Atul

SimonATS · Answer

Not sure what you are trying to achieve, but you only specify/upload the document you want to get signed. Adobe Sign will take care of sending the email. More info on the SFDC integration can be found here:

Integration reference guides | Adobe Sign

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