I need to save the document in Salesforce but I am concerned about storage limitations.
What is the best way to handle this? Files? Attachments? Will it make a difference?
I only need to store the final signed version, so I dont need multiple attachments.
I also send the webmerge to docusign via the opportunity, passing the Opp Id and Account Id. I don't need to save the signed document on more than 1 object.. Ideally just the Account.
Thanks in advance and Merry Christmas