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In a sales order, I initiate a document exchange via e-sign so that the order confirmation is signed.


However, this document should not only be in the sales order, but should also be stored in the customer.


Is there a way to automate this?


The manual method of adding files and links is cumbersome.


Thank you! :-)

Hi @RaphaelPfaff12 Assuing the expected result is -  the e-signed document attached in the Sales Order should also be attached to the Customer, as shown below Please confirm.

 

Hi @ChandraM in our case, the system dont attached to the customer. Can you share your settings with me? Thank you very much!

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