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Multiple Templates Dynamics 365 on Premise

New Here ,
Dec 14, 2020 Dec 14, 2020

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

Jorge5E8C_0-1607984912720.jpeg

 

  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.

 

Jorge5E8C_1-1607984912725.jpeg

 

 

Any clue or ideas will be welcome.

TOPICS
Adobe Sign forms , Manage documents
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