Easily Replace Advanced Field from the Electronic Contract

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Add more fillable fields and designate them to a certain recipient.
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Produce reusable templates for commonly used files.

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How to Replace Advanced Field from the Electronic Contract

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hello everyone my name is jeff mespauer content manager at agiloft welcome to todays training webinar titled using and modifying the contract types table presented by agile off implementer damien kemp as part two of our series on the contract types table today well discuss the more advanced concepts of using and modifying the contract types in agiloft as well as how to leverage this versatile table to streamline your system and bring more visibility to your contract process presentation will be about 32 minutes followed by a live q a with damian please submit your questions in the appropriate window in the zoom platform at any time during the presentation it takes us about a minute to queue up the video so please bear with us as we do that hi im damian and im going to be talking to you about advanced contract classification in agile specifically some ideas on how to make the best use of the contract types table to structure and manage contract metadata im going to assume that you

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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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What are the required fields in ?

Required Field - specifies whether the field is required or optional; required fields must be completed by the recipient to finish the signing process. Only these fields have this property: Signature, Initial, Company, Title, Text, Radio Button, Dropdown, and Attachment.

How do I merge fields in ?

Create Merge Fields From the force.com apps drop-down list, select eSignature . Click the Admin tab. Click the Custom Tags tab. The Custom Tags page appears. On the right, click NEW. The Create Custom Tag page appears. Enter the following information to create a custom tag. Click Save to save the custom tag.

Does have a mail merge feature?

automatically merges the templated document with your recipient list and, importantly, creates a unique copy of the document for each person to sign. Bulk Send eliminates the need to create and send separate envelopes to every person on your list.

What is the merge field limit in ?

You can insert multiple merge fields into the subject, up to the 100-character limit.

How do I add custom fields in ?

To manage custom fields Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the field. To edit or delete an existing custom field: Locate the field in the Custom Fields list. To edit the field:

What is the company field in ?

Company. This field automatically populates with the recipients company name as specified in their preferences My Identity information. If your recipient does not have a account, or they have not specified a company name then this field is a blank free text field in which they can enter their information.

How do I group fields in ?

1:03 5:50 And you click Add group were gonna name the group Im just gonna call this test. And we have toMoreAnd you click Add group were gonna name the group Im just gonna call this test. And we have to choose which office its for we only have one option here. And Im gonna click use selected.

Is there a way to merge templates in ?

When merging templates into a single envelope, looks at the Email, the Name, the Role, the Order, and the Action. All five must match between two different templates in order for them to merge. If roles successfully merge under Recipients and Routing, then the associated fields will also merge ownership.

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