Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and send it for eSignature, that file will be available in the eSignature document list under the eSignature tab.
To view the enhancement:
Navigate to Pipelines
Click on a Deal Card
Navigate to Files
Click on Add file
Upload the file and click on Save
Click on 3 dots icon
Select Send for eSignature
- You will then be navigated to the eSignature page to add signers
- Navigate to the eSignature tab in the extended view of Deal Card
