Documents and Contracts: UX improvement- Template builder | Clixio Changelog
While creating a template, whenever a fillable field was dragged, it could only be assigned to the creator of the template or left unassigned. Now, this will be shown as assigned to a Contact.
Go to the template builder within Documents and Contracts
Fetch a fillable element from the element drawer: Signature, Text field etc.
By default, the element will be assigned to an entity called Contact
While using this template in a workflow, the contact in that workflow is dynamically assigned to it.
For first time users, it becomes easy to understand that how would a template fillable field behave when used in a workflow
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