Salesforce Opportunity attachment for Agreement signing document

[Guest]

QUESTION #1

Can I use a Salesforce Opportunity attachment for Agreement signing document?

In the CRM Opportunity and creating a New Agreement, it does not allow me to search and find that Opportunity attachment(s).  It only let's me find the "Adobe_Sign_logo_1024px" Salesforce CRM files ... created during package install but not the document attached to the CRM Opportunity Attachment that I want to use.

QUESTION #2

If #1 is possible, it would also be great if it automatically added all attachments to the agreement when a new one is created from the opportunity.

Thanks in advance!

D

[Guest · Accepted solution]

Stumbled and fumbled around to finally figure out how to do both of these...

Created Template that had "Opportunity" as Salesforce Object

Mapped Data

MAPPING METHOD        SOURCE FIELD                          TARGET AGREEMENT FIELD

Input Specific Value          {!AccountId}                                  echosign_dev1__Account__c

Input Specific Value          {!Id}                                                echosign_dev1__Opportunity__c

In Attachment tab

Choose Document Source

Add from Salesforce Object checked

Source Type: Attachments    Document Selection:  Latest Document      Document Selection Determined By:  Last Modified Date

When added it looks like below:

Documents added

FILE NAME                                         SOURCE                              

Document from Master Object            Document from Master Object