Document assigned to user that created or sent the document, not to "Assigned user"
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Dom Sandwith
We're looking for a solution to send a reminder email to the user that sent a specific document (i.e. to follow up or complete the document manually if necessary). At this point there is only an option to send a notification to the "Assigned user". My client has contacts that are used by different users, i.e. one user might send a document this month and another user could send a document to the same contact next month, so the "Assigned user" is not that useful.
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Sales & Marketing
Merged in a post:
Assign Templated Signature Field or other required fields to "Assigned User" for automations
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Shawn Derrick
We need to be able to be able to assign fields to "Assigned User" or "Generating User" when building templates. Use case: We use forms for technicians to prepopulate fields that get auto mapped to the document template fields. Then we auto send the template to customer once the the tech completes the form. These forms need to be signed by the tech TOO, as well as the client.
I would love to auto assign the tech to the signature field simply based on them being the one who completed the form, or being the assigned user for the contact.
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Sales & Marketing
Merged in a post:
Ability to set signer as 'assigned user' and send from assigned user in workflow
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Dani Repasky
Right now when creating a contract template, you can set the signer to a specific user. However, it would be ideal to set the signer as the assigned user.
That way, when utilizing a contract or document template within a workflow, you can also have it send from the assigned user.
This is a MUST for businesses that have a ton of reps. We have automations to send out contracts from the rep once they hit a certain stage. Currently it is a LOT of work to have to create a template for each rep, and in the workflow then do an if/else for each rep in order to have it send from them.
PLEASE put this under review.
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Sales & Marketing
Merged in a post:
Assign Contract Creation in Workflow to Assigned User
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Eric Howell
Right now when you have a workflow create a contract it has to have a user assigned to it.
instead lets just have the "Assigned user option"
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Sales & Marketing
Merged in a post:
WORKFLOW - Send Contract to Assigned User
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Lisa Anderson
Please add the ability to send documents and contracts in a workflow to an assigned *user before they are sent to the client.
We are trying to set up a workflow so when an opportunity is created it sends a contract to the assigned user to review (and make sure all of the custom fields populated correctly) before sending it to the client to sign.
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Sales & Marketing
Merged in a post:
Send contract from assigned user
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Jared Gobler
In the automation to send the contract you have to select a particular user. This doesn't work well for teams with multiple people whereas if we could just have the option to select the assigned user to send it from in the workflow this would be ideal.
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Joshua Muradov
mission-critical
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Houtan Hormozian
Please upvote this idea that has been stuck under "Planned" for a while
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Houtan Hormozian
Please upvote this idea that has been stuck under "Planned" for a while
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Ehaab Amairi
This is much needed!
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Ehaab Amairi
Yessss, waiting for this!!!
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