Documents & Contracts: Assign fillable fields Dynamically from Workflows

You can now dynamically assign fillable fields in Documents & Contracts templates to the workflow “From user”.

1. Create a Template with Sender Field – Navigate to Payments → Documents & Contracts → Templates.

2. Click New to open the template editor. Add a Signature or any other fillable field.
3. Set “To be signed by” to Sender.

4. Save the template.

1. Use the Template in a Workflow. Open Workflows and add the action Send Documents & Contracts.

2. Select the From User (this controls the email sending credentials).
3. Choose your template containing Sender fields. The system will identify if the template has these fields.

4. Under Assign Sender Fields To, select:

• From User → if the signer should be the workflow sender, or
• Template Owner → if the signer should be the user who last updated the template.

5. Select the sending mode and channel (Email / Direct).
6. Save and publish the workflow.

Agencies and teams expressed difficulties with multiple sales representatives sending the same contract, with the signer not changing dynamically based on the workflow.

This feature is particularly beneficial for sales teams, onboarding processes, and multi-user agencies where ownership can change, but the document remains the same.