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Document Creation - Record Type -Attributes

documents attributes

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#1 Attila


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Posted 27 February 2018 - 09:25 PM

Morning X2'ers 


In my opinion a "must have" option to be able to select  "attributes" from record types such as Accounts, Contacts Media and Custom modules when creating a Document as we currently have available when creating Emails, and to a lesser degree in quotes


We work with very standard agreements templates and it would be most helpful if one can populate contractual information from various forms  



See pics below to get the jest of what I mean 



Thanking you in advance as always 

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