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. You will 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 Nintex DocGen and Adobe Sign components in Salesforce |
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