When creating a template, you probably already know the importance of roles and why your template needs them:
- A place holder for future recipients
- Ability to assign fields to those future recipients
But, did you know you can pre-assign roles?
Why might you do this? The document might always need to go to a particular person or department.
Below, is an example of a Role for Accounting that we are pre-assigning to our accounting contact:
Besides pre-assigning other departments, you can pre-assign a typical role that might always go to whoever is creating or sending the document. In the example below, we have a Role for Sender - you can pre-assign this role to the Document Sender. So if I am the one clicking 'Create' then I will automatically be assigned to the Sender Role.
Here it is in action:
Notice, now the document creator only needs to add in the Client contact to the document.
How are you using the pre-assign contact to roles feature?
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