Automatically pull placement information into template candidate / client contract documents
To avoid duplication of having to manually create a candidate / client contract for every placement.
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Anonymous
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Hi All
This has improvement has now been released!
You’ll find info on how to upload multiple contract templates (and add merge fields) here: https://fishtank.firefishsoftware.com/en/articles/5487567-using-contract-template-documents
Once uploaded, check out this page for how to generate your contracts when making a contract placement: https://fishtank.firefishsoftware.com/en/articles/5484582-making-contract-placements
Thanks for voting!
Ross