Link Custom Values to Text and Date fields: Documents and Contracts

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What’s New?

  • Linked Text and Date Fields: We have added the ability to link text and date fields to contact custom values in Documents and Contracts.
  • Flexible Linking: Users can now link fields in a document to custom values, either for contacts or for the document itself.
  • Automatic Updates: Once a document is signed, the linked fields are automatically updated in the contact or document records.
  • CSV Download: Users can download a CSV of all the filled fields from the dashboard for easier tracking and data management.

How to Use

  1. Link Fields to Custom Values:

    • In the Documents and Contracts section, open the editor and create a new document and drag a text or date field wherever needed.
  2. Add a Recipient and Link Fields:

    • Add a recipient, and select the link button on top of text and date fields.
    • Link a single field to multiple custom values if needed.
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  3. Automatic Updates Upon Signing:

    • Once the recipient signs the document, the linked fields will automatically update in the corresponding record (contact or document).
  4. Download Filled Fields Data:

    • To view all the filled fields in a document, simply go to the dashboard and download a CSV with the relevant data.

Why We Built It

  • Reduced Manual Updates: Linking text and date fields to custom values reduces the need for manual updates after documents are signed, allowing for automated data syncing to contacts.
  • Convenient Data Management: The option to download a CSV gives users a convenient way to manage and analyze data from filled fields, streamlining their document processes.

What’s Next?

  • Support for Opportunity Custom Values: We are working on extending support to include opportunity custom values.