Documents and Contracts: UX improvement- Template builder

What’s new?

  • While creating a template, whenever, a fillable field was dragged, it could only be assigned to the creator of the template or left unassigned. Now, this will be shown as assigned to a Contact.
Screenshot 2024-08-05 at 16

How to use?

  • Go to the template builder within Documents and Contracts
  • Fetch a fillable element from the element drawer: Signature, Text field, etc.
  • By default, the element will be assigned to an entity called Contact
  • While using this template in a workflow, the contact in that workflow is dynamically assigned to it.

Why we did it?

  • For first-time users, it becomes easy to understand how would a template fillable field behave when used in a workflow