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3. Select your Contact
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4. Click on
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Document Selection for optional documents.
“Delivery Option”
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“Attach to Opportunity” (Run DocGen Package will turn blue)
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“Run DocGen Package”
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| Tip |
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You will now see a success message! |
5. Refresh your page. You’ll now see a file in the Related List Quick Links “Files”. You can hover over or click into Files to access your Document to review or send to DocuSignAdobe Sign.
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