Store Documents & Contracts created in the payments section in a contacts 'Documents' section
M
Mark DeWit
Documents in the payments section don't seem to really be linked to any other part of the system. I want the documents I fill out there to automatically be stored in that contacts documents section. It would also be great to have more automations for documents
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K
Krystal Bella
I’d like them to be stored in a custom field not payments tab I hate those tabs
I think the template should have a option when completed to upload to custom field - keep it easy
A
Ahsan Ali Shah
Exactly there should be an option to select and send the document from the Contacts....We have to go to the documents and then select any Contact to send it.