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SFDC Integration Upload Signed Document Step

Adrie_Christiansen

Hi,

It would be great for the SFDC/IC integration if when the Signature Coordinator of the workflow uses the Upload Signed Document button from their SFDC Ironclad workflow record, they don't have to also go into Ironclad directly and click to "Proceed to Archive Step". This seems like a duplicative step for the Signature Coordinator.

Understand if this is in place when a non-Signature Coordinator users uploads the packet but not necessary if the assigned Signature Coordinator is uploading the packet.

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Comments

Alex Collesano

Hi Adrie,

Thanks for sharing. I'll send this along to the team and we'll keep you posted on whether this makes its way to a future update!

Adrie_Christiansen

Thanks, Alex!