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I have a workflow that runs from the entity quote line. When a quote is changed to active, it send a docusign of the correct quote. Ideally i would like to attach a copy of the document sent using Docusign to the related opportunity and then attach a copy of the document once it has been signed. I can not figure out how to do this
I no longer need assistance with this issue. I have separated my process into a workflow to copy details from quote line to quote and an action to send the docusign document which is triggered independently by the user.
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