📃 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