Using CRM Data
Is it possible to create a document which pulls information from the data input within the CRM template, i.e. it pre populates a document with name, address, date of birth etc.? and is possible that the document it pre-populates can be a esign document?
Many thanks Keith
2 replies
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Hello, Keith!
I needed something similar - create consignments for patients and make them sign it on a tablet.
There is a "Print layout" feature in Ninox, you know?
In that layout you can add fields from a form, or add a text field, that can contain plain text mixed with data fields. For example:
I, + {namefield} +" "+{surnamefield}, sign this ...
This will give you a populated text. You then van format it further in Print layout interface.
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If this is what you need and you need more info, ask please.
Content aside
- 5 yrs agoLast active
- 2Replies
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