From the Opportunity Page, click into Designs quick link or Designs Tab.
Click into the Design you want to “upload to Dash”
3. If necessary, EDIT the Readiness status to DO NOT CUT, READY TO PROCESS or READY FOR COMPLEXITY depending on if the plans are preliminary/client or the final/production version. EDIT the description if needed.
4. Click “Upload Design to Dash”.
5. You’ll be prompted to Upload and Import. Click “Continue.”.
6. You’ll then see your Design Status is updated to “Imported.” You’ll also see a message in your feed that your Design has successfully synced to Dash.
Note: You will now see 3 files in your Dash Documents tab with every upload.
Note: Once the CADPro file has been selected, you will see the new option of the DocGen and DocuSign buttons in Salesforce
