Attach Proposal Document to eSignature attachment field without using a Print Action
The need is to be able to attach the generated proposal document to a eSIgnature file attachment attribute on a click of a button (Other than Print - A pop up box is not desired). Tried to achieve this by calling a SOAP API within a modify action using BML but there is no enough documentation for this use case. The challenges are:
1. Identify/access the generated proposal
- Attach this to eSignature attribute using an API
Any insights/comments are highly appreciated!!
Thanks!
0