What’s New?
- We’ve introduced a new “Assign to Sender” option in Documents & Contracts templates.
- When creating a template, you can now choose "Sender" instead of being forced to select your name, i.e., the creator of the template.
- At the time of using the template, whichever crew member is sending the document automatically takes over those signature fields.
How to Use?
- In your template, select any field (e.g. Signature) you want a crew member sending the document, to sign.
- Under Properties, choose Sender as the signer.
- Click Save.
- When any authorised crew member clicks Use Template, they’ll be the Sender, so the signature fields get assigned to them.
Note:
In Workflows, even if you assign a field to “Sender”, it will be tied to the business user who last edited the document. This is because workflows are usually triggered by contacts, and may not map to a specific sender.Why We Built It?
- Earlier, each crew member had to manually reassign your (the business owner’s) signature fields whenever they used a shared template.
- This new feature saves time and avoids confusion by automatically assigning relevant fields to whichever user (sender) is sending the document.