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Documents & Contracts πŸ“ƒ

πŸ“ƒ Documents & Contracts: Assign fillable fields Dynamically from Workflows

What’s New?
You can now assign fillable fields in Documents & Contracts templates dynamically to the workflow "From user"
How to Use?
Step 1
  1. Create a Template with Sender Field - Go to Payments β†’ Documents & Contracts β†’ Templates.
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  1. Click New and open the template editor. Add a Signature or any other fillable field.
  2. Set β€œTo be signed by” β†’ Sender.
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  1. Save the template.
Step 2
  1. Use the Template in a Workflow. Open Workflows and add the action Send Documents & Contracts.
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  1. Select the From User (this controls email sending credentials).
  2. Choose your template with Sender fields in it. System identifies if the template has those fields.
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  1. Under Assign Sender Fields To, select:
  • From User β†’ if the signer should be the workflow sender, or
  • Template Owner β†’ if the signer should be the user who last updated the template.
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  1. Choose sending mode and channel (Email / Direct).
  2. Save and publish the workflow.
The system automatically checks and assigns the Sender field correctly before sending.