Custom Value linkage: Documents and Contracts

What’s New?

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

How to Use?

• In the Documents editor, link any text or date field to either a contact custom value or a document custom value.

• 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.

• Once the recipient signs the document, the linked fields will automatically update in the corresponding record (contact or document).
• 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?

• We developed this feature to provide a more efficient workflow for users managing multiple documents and contacts.
• Linking text and date fields to custom values reduces the need for manual updates after documents are signed, allowing for automated data syncing.
• The option to download a CSV gives users a convenient way to manage and analyse data from filled fields, streamlining their document processes.

What’s next?

• Support for opportunity custom values.