Uploading the Design to Dash
- Deanna Nielsen
- Siraya Bell
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”
3. If necessary, EDIT the Ops 2.0 Description and EDIT the CAD Notes 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 and import.
You’ll only see 2 files with upload only. (invoice tab is not updated)
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