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February 24, 2022
Question

Salesforce - Add Files from the files on the Opportunity?

  • February 24, 2022
  • 0 replies
  • 154 views

How does Adobe pull files on an Opportunity into the agreement? 

 

We currently create a bunch of word documents and save them to the files section of the opportunity.  I want to be able see just those files specific to that Opportunity.  Currently when I click Send Agreement for Signature and  "Add Files" it gives me ALL the files in Salesforce?  I just want the files that are from the Files Related List?

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