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Salesforce has a place to store files related to the clients' job similar to Dashboard Documents tab, it is called Files.

  • Hover or click into Files in the Quick Links, will see any pdf documents you created by running a Nintex DocGen Package, you can also upload files or download/delete files that may be outdated.

  • When sending an Adobe Sign document, all of the files available in the “Files” quick links will appear.

    • You will need to remove any documents that you do not wish to send with the contract by clicking the “x” to the right of the document.

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