Elevate your document management processes with our newly introduced custom value linkage feature. This enhancement aims to streamline the way you handle documents and contracts by automatically syncing field updates, reducing manual effort, and making data management more efficient.
Link Text and Date Fields: You can now connect text and date fields in your documents to custom values. These can be specific to either contacts or the document itself, allowing for personalized data integration.
Automated Field Updates: Once your document is signed, all linked fields are seamlessly updated in the relevant contact or document records. This ensures that your records remain accurate and up-to-date without requiring further action from you.
CSV Download Option: Access and manage your data with ease – download a CSV file from the dashboard that contains all filled fields, facilitating better tracking and data handling.
Document Editor: In the document editor, you can link any text or date field to either a contact custom value or a document custom value.
Add and Link: Add a recipient to your document, then select the link button on the text and date fields to establish the connection. You can even link a single field to multiple custom values if necessary.
Automatic Updates: Once a document is signed, the linked information will automatically update within the corresponding records, enhancing efficiency and accuracy.
This feature is designed to optimize workflows for users handling multiple documents and contacts. By linking text and date fields to custom values, you minimize the need for manual updates post-signature, allowing for automatic data synchronization. The ability to download a CSV also provides a practical approach to managing and analyzing filled field data, making your document processes more streamlined and efficient.
We're excited about the future as we aim to extend support for opportunity custom values, further broadening the scope and capability of your document management.
Stay ahead of the curve by integrating these new features into your everyday document workflows, and experience a more organized and automated process.
In Case You Missed It: Check out our recent enhancement on document management with the new Split Columns feature. Discover how split columns can further streamline your document processes.
