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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Assign to Sender

New Feature: "Assign to Sender" Option in Documents & Contracts

March 07, 20251 min read

When dealing with Documents & Contracts, signatures and fillable fields are confirmation that the files were read and the customer agrees to it. But what if you also need the team member who sent it to leave a signature or their initials? This new feature is here to simplify that process.

⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Flexibility: This feature removes constraints when creating templates, helping you select the sender instead of having to assign the fields to a specific user.

  • Simplified Automation: Add your Document to workflows without facing the limitation of fields being only assigned to the template’s creator.

  • Minimized Confusion: Save time and avoid mistakes by using this feature to automatically assign relevant fields to whichever user sends the document.

⭐️How To Use The "Assign to Sender" Option?

  1. Create a new template inside the Documents & Contracts tab of the Payments section.

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  2. Add a Fillable field and select Sender from the To be signed by menu.

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  3. Click Save, then when ready to send it out, click Use Template at the top right corner.

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  4. The fields should be automatically assigned with the user’s name. There, you can preview and send the document for signing.

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No more wasting time manually reassigning signature fields when using a shared template. This feature simplifies that process for you, ensuring you reap the benefits of automation and avoid confusion when using Documents & Contracts.

New FeatureNew UpdatePaymentsDocuments & ContractsFillable Elements
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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