Video - Upload Design to Dash
From the Opportunity Page, click into Designs quick link or Designs Tab.
Click into the Design you want to “Upload Design to Dash”
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Note: You will now see 3 files in your Dash Documents tab with every upload and import. |
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You’ll only see 2 files with upload only. (invoice tab is not updated) |
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Note: Once the CADPro file has been selected and it has successfully uploaded and imported to Dash, you will see the new option of the Nintex DocGen and DocuSign buttons Adobe Sign components in Salesforce |
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