## Streamline Your Document Workflow with Custom Value Linkage
### Introduction
In today’s fast-paced business environment, efficiency is key, especially for small to medium-sized business owners, service providers, CRM users, coaches, and consultants. With tools like HighLevel, Kajabi, HubSpot, and ClickFunnels becoming integral to operations, any enhancement in automation can make a world of difference. That’s why we’re excited to introduce a significant update in our document management system: custom value linkage for documents and contracts.
### What’s New?
We’re thrilled to announce the addition of custom value linkage for text and date fields in documents and contracts. This new feature allows users to link fields within a document directly to custom values, whether for individual contacts or the documents themselves. Once a document is signed, these fields automatically update the respective records, enhancing your data management capabilities. Plus, with the ability to download a CSV of all completed fields from the dashboard, tracking and data management have never been easier.
### How to Use It?
Getting started with this new feature is simple. In the documents editor, you can link any text or date field to a contact or document custom value. To do so, add a recipient and select the link button that appears above the text and date fields. You can even link a single field to multiple custom values if needed. Once the recipient signs the document, the linked fields will update automatically in the relevant record, saving you time and effort. For a comprehensive view of all filled fields in a document, head to the dashboard and download a CSV file with the relevant data.
### Why We Built It
The development of this feature was aimed at streamlining workflows for users who manage multiple documents and contacts. By linking text and date fields to custom values, we reduce the need for manual updates post-signature, enabling automated data syncing. The downloadable CSV option provides a convenient method for users to manage and analyze data from filled fields, ultimately simplifying their document processes.
### What’s Next?
Looking ahead, we plan to expand support for opportunity custom values to further refine and enhance your document management experiences.
### Conclusion
With these improvements, managing your documents and contracts becomes not only more efficient but also more effective. Embrace a smoother workflow today and join our growing community. Start your 14-day trial with us and experience firsthand how our custom AI and automation solutions can transform your business. Get in touch with us today to build your custom-built AI and automation systems.
