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

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.
     
     
     
     

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.