Skip to main content
Participant
December 14, 2020
Question

Multiple Templates Dynamics 365 on Premise

  • December 14, 2020
  • 0 replies
  • 257 views

I have an enquiry for you. We have two types of subcontracts one for minor works and other for major ones, major has more fields to be signed. I have two questions here

 

  1. How can I create a copy of the current template in Adobe Sign portal

 

  1. How can I associate the template to be used by Adobe Sign from the agreement created in CRM? I do not see an option which allows me to select the right template to use.

 

 

 

Any clue or ideas will be welcome.

This topic has been closed for replies.