Easily Insert Smart Field from the Relocation Agreement

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How to Insert Smart Field from the Relocation Agreement

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relocations are on the rise but how do they work and whats included thats what were talking about in todays video stay tuned welcome back to the channel my name is Ben Preston author of harnessure butterflies and creator of the career accelerator program if you are new to the channel if you havent done so already hit the Subscribe button below and if this video is helpful for you drop a thumbs up without further Ado lets get into the video a lot more people are taking jobs outside of their normal state or their city and moving somewhere else to just start fresh which got me thinking we need to talk about relocation packages whats included how much does stuff cost what are the benefits of you taking a relocation all of that were talking about in todays video so let me jump over to my computer and well talk about the expenses okay when were talking relocation expenses what specifically are we talking about this is the general list of what you should be thinking about the first

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I share a Dubsado form?

Go to Templates Forms. Click on the specific lead capture form you want to share. Click Sharing Icon on the sidebar. If the icon is grayed out, click Save form first.

What is a smart field?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

How do I create a link for Dubsado form?

Text hyperlink Add a text box element to your form. Click the pencil icon or double click to edit. Enter the text that you would like to make into a hyperlink. Highlight the text. In the formatting toolbar, click the A icon. Click the link icon and select Link. Paste in the URL of your link.

Why cant i share my Dubsado proposal?

Why cant I share my proposal? The sharing icon is grayed out unless you made your proposal public by going to the form settings and changing Create new project once proposal is completed to Yes. To share a proposal that you dont want to make public, please see send a form.

How do I email a Dubsado form?

Add the documents youd like to send to your project. These can be forms under the Forms tab, scheduling templates under the Appointments tab, a contract, and one or more invoices. You do not need to click Send or Apply to Portal on any of the documents. From the Emails tab, click Send Email.

How do I make my Dubsado form public?

Set up the public proposal Click the Form settings on the sidebar. Scroll to Public proposal options. Toggle Create new project once proposal is completed to Yes. Additional optional fields will appear: Default workflow. Redirect URL. Project status. Project title.

What is smart field in Dubsado?

A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}}

How do I attach a form to a canned email in Dubsado?

Smart field links allow you to prep your canned emails for sending forms, invoices, schedulers, and more.It is NOT possible to attach a Dubsado form to a canned email. You create a template under Templates Forms. You add the form to the clients project.

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Insert Smart Field from the Relocation Agreement