Custom Values Retained in Document to Template Conversion

Retaining Custom Values When Converting Documents to Templates

Improve your document management experience with our latest update! We’ve addressed a bug that many users found frustrating—custom values in fillable text blocks disappearing after converting a document to a template. This fix ensures your custom entries remain intact as you convert and use templates, saving you time and effort.

What's New in Document & Contract Management?

In response to valuable feedback, we've implemented a solution that allows custom values in documents to remain consistent when transitioning to template format. Now, when you insert custom values into fillable text fields and convert a document to a template, you can rest assured that your information stays put.

How to Use This Feature

1. Insert Custom Values: Begin by entering your custom values into the fillable text fields of your document.
2. Convert to Template: Simply click the "Convert to Template" option. Your fields and values will remain in place, eliminating the need for unnecessary re-entry.

Why We Built This Feature

We understand the frustration caused by losing your custom data during document conversions. With this update, document management becomes smoother and more efficient. Users can now reuse documents without the hassle of re-entering information each time, enhancing productivity and ensuring data integrity.

Stay tuned for more updates aimed at improving your productivity and user experience. If you have any questions or need further assistance, feel free to reach out to our support team.

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