Upload previously signed records

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Anamica Shukla

• December 06, 2022 05:57

Hi,

I have recently started using PandaDoc, going forward I can send documents to people for signing but how do I upload previous records- same document which people have already signed. I need to upload bunch of data. Pandadoc is integrated to CRM d365 so any help would be great

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• Official comment

  

  Christopher Ragland

  • December 07, 2022 17:00

  Hello Anamica, 

  Thanks for reaching out via the Forums!

  PandaDoc has a new feature available that allows you to bulk import documents into PandaDoc. Once you have downloaded the documents from Dynamics 365, you can upload them in bulk into PandaDoc by following these steps.

  Thank you for choosing PandaDoc!

   

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