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Answer

Sync uploading files from sales order to customer

  • August 5, 2024
  • 2 replies
  • 45 views
RaphaelPfaff12
Semi-Pro III

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! :-)

Best answer by ChandraM

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.

 

2 replies

C
Semi-Pro I
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  • ChandraM
  • Semi-Pro I
  • Answer
  • August 9, 2024

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.

 

Chandra M
RaphaelPfaff12
Chris Hackett
RaphaelPfaff12
Semi-Pro III

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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