Select documents from files or notes and attachments in Salesforce

By default, the SignRequest button will retrieve documents from "Files" and from "Notes & Attachments". You can however define that SignRequest only retrieves documents from one or the other.

Within window.SR_SETTINGS:

fileType: "", // Leave empty for both, or use Files or Attachments
Was this article helpful?
0 out of 0 found this helpful



Article is closed for comments.