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Insert Smart Field from the Agreement

Insert Smart Field from the Agreement

Aug 6th, 2022

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How to Insert Smart Field from the Agreement

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54 votes

so now lets transition here just a little bit I want to talk about smart field links cuz thats just a little bit different than just regular smart fields so smart field links are a special set of smart fields that can automatically generate a link to a form a contract an invoice its the content so your auto-filling where the content is gonna be held so if you notice whenever youre sending out certain things in Dobbs out oh theres the buttons that you can click on and that your client can access whatever form it is that youre sending contracts invoices and whatnot thats where smart field links come into play so its not just text information or date information these are the buttons that are gonna give you the ability to send that out to a client so they can access that certain piece of content so in Dobbs Otto and were gonna run through a couple things here in Dobbs auto you will always select the form that you want to send first and then you will always pick the email that goe

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