At HighLevel, significant enhancements have been implemented, one of those being the ability to link text and date fields to custom values in Documents and Contracts. This offers the possibility to directly link fields in a document to custom values, for contacts or the document itself. After the signing of the document, the linked fields in the contact or document records automatically update.
For easier tracking and data management, all the filled fields can now be downloaded as a CSV right from the dashboard.
In using these features, the Documents editor allows text or date fields to be linked to a contact custom value or a document custom value. Start by adding a recipient, then select the link button on top of the text and date fields. There’s also an option to link a single field to multiple custom values if deemed necessary.
After the recipient signs the document, the fields linked previously automatically update in the corresponding record (contact or document). All filled fields in a document can be viewed easily via the dashboard, from where a CSV with relevant data can also be downloaded.
These enhancements were built with an aim to provide a more efficient workflow for managing multiple documents and contacts. By linking text and date fields to custom values, the need for manual updates post document signing reduces, paving the way for automated data syncing. Downloading as a CSV provides a convenient way to manage and analyze data from filled fields, thereby streamlining document processes.
Future prospects include support for opportunity custom values as a part of HighLevel’s continual dedication to improving the user experience.
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