1. After you have reviewed and sent for signature, you will click the option Back to CO Options.
2. Enter message and click Reject task.
3. Click Go to Tasks.
4. When back at Salesforce screen, click into DocuSign CLM.
5. Click into linked Business Terms document.
6. Click into Attributes.
7. Scroll down and select WF Ops.
8. Click the pencil icon.
9. Types Yes into Ops Manual Adjustment Required.
10. Hit Save.
11. Go back to Tasks.
12. Select Submit for Final Approval.
13. Hit Complete.
The document will now get kicked back to the Legal Review status and you will need to wait for Legal to review and accept before you can proceed.
14. Once status us at Ops Final Approval, click back into DocuSign CLM.
15. Click into Terms backup folder.
16. Click into linked Appendix document.
17. Select Edit.
18. Select Open document under DocuSign Edit.
19. Make any necessary changes and save document.
20. Return to quote on Salesforce screen and check the time to see that the document was modified.
21. Go back to quote.
22. Click into linked document.
23. Go into Tasks.
24. Choose remerge (no appx refresh).
25. Click Complete.
26. Back on Salesforce screen, click back into document.
27. Choose Final Approve and Complete.
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