Store combined document in Salesforce files for a record using DocuSign CLM Workflow.

Back to Docusign.com

Get Started
Get Inspiration
Groups
Events
Ideas
Release Hub

August newsletter: Smarter workflow strategies

15 days ago

Home
Community Overview
Help Forums
Core Capabilities
CLM
Store combined document in Salesforce files for a record using DocuSign CLM Workflow.

Hi,

I have been working on a workflow where I need to combine 2 documents and then store the combined doc into Salesforce files. Here is the workflow I have been working on.

Can anyone help me out to understand which workflow steps store the combined document into Salesforce files?

Be the first to reply!

Reply

Code of Conduct

Sign up

Already have an account? Login

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Customer Login/Registration Developer Login/Registration

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Customer Login/Registration Developer Login/Registration

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Docusign Community

Code of Conduct