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

What’s New

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• 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 UseLink 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. 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.

• Automatic Updates Upon Signing: Once the recipient signs the document, the linked fields will automatically update in the corresponding record (contact or document).
• 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 ItReduced 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.