Insert Smart Field in the Corporate Name Search and eSign it in minutes

Aug 6th, 2022
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Time is a crucial resource that every company treasures and tries to convert in a benefit. In choosing document management application, focus on a clutterless and user-friendly interface that empowers users. DocHub offers cutting-edge tools to maximize your document management and transforms your PDF file editing into a matter of a single click. Insert Smart Field in the Corporate Name Search with DocHub in order to save a lot of efforts and improve your productiveness.

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How to Insert Smart Field in the Corporate Name Search

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[Music] thank you for joining us on todays video my name is Carson Lomax with Prentiss Works and today were simply gonna go over how to make certain fields in the system searchable so here we are on my active accounts and were gonna go into the Utah Jazz and I created a field right here custom field called the Utah Jazz field and so what we want to do is make whatever information is put into this field searchable so that we can find it wherever we are so we want to go into the back end of the system so well go to the advanced settings and the settings right here well hit this drop-down and go to customizations and then we will go in to customize the system this is where we can make all sorts of different changes in configurations in the system theyre pretty simple just pointing click functionality and youll see here so we want to select this arrow next to entities and find the entity we were on which was the account so well select this arrow next to the account as well and what

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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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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}} The example above will populate with the clients full name.
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.

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