Documents & Contracts: For multi-membered teams – Dynamic field assignment to sender from Templates

What’s New?

• We’ve introduced a new “Assign to Sender” option in Documents & Contracts templates.
• When creating a template, you can now choose "Sender" instead of being forced to select your name, i.e., the creator of the template.

• At the time of using the template, whichever crew member is sending the document automatically takes over those signature fields.
  ![Screenshot 2025-02-27 at 20](
  ![Screenshot 2025-02-27 at 20](

• Under Properties, choose Sender as the signer.
• Click Save.
• When any authorised crew member clicks Use Template, they’ll be the Sender, so the signature fields get assigned to them.
  ![Screenshot 2025-02-27 at 20](
  ![Screenshot 2025-02-27 at 20](
  ![Screenshot 2025-02-27 at 21](
  ![Screenshot 2025-02-27 at 21](

Note: In Workflows, even if you assign a field to “Sender”, it will be tied to the business user who created the document. This is because workflows are usually triggered by contacts, and may not map to a specific sender.

How to Use?

• In your template, select any field (e.g. Signature) you want a crew member sending the document, to sign.

Why We Built It?

• Earlier, each crew member had to manually reassign your (the business owner’s) signature fields whenever they used a shared template.
• This new feature saves time and avoids confusion by automatically assigning relevant fields to whichever user (sender) is sending the document.