Hi,
Been through a fair amount of the documentation and the tutorials with regards to using the Adobe Sign and Salesforce integration.
There is a lot of detail documented in how to send agreements from what it calls "The common options" below:
- The Agreement tab
- Salesforce Objects (Contact, Lead, Opportunity, Account etc)
- Chatter (Classic profile only)
But really would be interested in being able to send an agreement from a case object. None of the documentation says you can't, but i can't see the obvious hooks.
Is this possible?
Many thanks in advance,
AdChoices