by techloyce

SugarAdobeSign for all editions of SugarCRM and Suite CRM allows you to send e-sign contracts for electronic signature with AdobeSign services and track your documents anytime, anywhere within minutes. SugarAdobeSign also allows you to send templates that were created in AdobeSign from SugarCRM.

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Send Document to Adobe Sign

In this option you can simply select a Document from your computer and send it to your recipient. For this go to AdobeSign module and click on 'Send Document' link.

Send Documnet

You will see a form to upload your document and input recipient name, email address and set role. Finally you can click on Send button upload document. Further you can see Sending document to your Contacts, Leads or Accounts for detail functionality of this form.

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