DO ONE THING WELL

Attach a signed PDF to a CRM record

Step by step

1. 1

   Confirm the CRM connector and document-attachment capability are validated.

2. 2

   Complete the Intaria Sign request.

3. 3

   Add the attach-document step and the approved target record mapping.

4. 4

   Run the workflow and review the integration logs.

5. 5

   Verify the document in the CRM.