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Try these: download documents onto salesforce, salesforce, document download, saving documents, exporting documents onto salesforce

How do I save documents to Salesforce?

In this article, you will learn how to save your SignNow documents directly to Salesforce. This can be used so any Salesforce user can view documents, regardless of whether or not your users have a SignNow account.

 

  1. Go to sales at the top right corner
  2. Then, click the arrow and go to administrator settings
  3. Next, check the ‘save documents on salesforce’ box

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