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cfharp
Participant
April 27, 2016
Question

Store eSign document template in Dynamics CRM

  • April 27, 2016
  • 0 replies
  • 336 views

Is it possible to have the document templates exist in CRM? In my testing I have been uploading my template each time I send an agreement, but this isn’t ideal for a live production deployment, and would rather have the ability to select a document template that exists inside CRM. Is this possible?

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