Custom Value Linkage in Documents & Contracts

Besides allowing you to set expectations and limits for your customers, Documents and Contracts give a professional feel to how you collect information. However, to save you the nuisance of having to check individual documents to access the information we’ve added the option to directly link text and date custom values in Documents and Contracts.

⭐️Why Is This Feature Beneficial To Your Company?

• Simplified access: Redirect the information to the contact card increasing the readability and allowing for better labeling and organization.

• Workflow Integration: Use the information provided to customize automated messages or set triggers for system automation minimizing manual intervention.

• Automated Data Sync: Ensure information is accurate and updated by linking fields, helping you stay on top of your client’s status and guarantee protocol compliance.

⭐️How To Link Custom Values to Documents & Contracts Fields:

1. Navigate to the Documents & Contracts Templates tab inside the payments section and create or edit a Template.

   

2. Click a Text or Date Fillable element to open its settings then select Add Custom Fields.

   

3. Select Contact Custom Value for the information to update on the contact card then click the search bar icon to select the custom field you want to link.

   

4. Click “Link and Save” to finish, you can link a single field to multiple custom values if needed.

Use Custom Value Linkage in Documents & Contracts to keep your information up-to-date and maximize the actions supported by the CRM upon submission, including complex automation and message personalization.