![]() ![]() They'll also be searchable in either the Transaction Date Range Search or Global Search areas. Any custom date-type field can optionally be set as a Trigger Date to allow Task Due Dates and Scheduled Messages to be triggered relative to that date.Ĭustom Fields will appear in all places that regular transaction fields appear, including on Coversheets, as Autofill Tags, and in downloads. From dates to lists to text fields, use these new fields to cleanly gather and track information that helps your team drive transactions to completion. Custom Fields - Master admins can now add up to 10 Custom Fields to help their team track custom information that doesn't already have a field on transactions. ![]() Optional Pre-set Fields - From Company Settings, click to turn on any of the following fields your office needs to track on transactions.Learn more about Receiving Signed Docs Automatically via DocuSign →Įasily track custom information important to your team with optional pre-set and custom fields You'll continue to receive an email notification that signing has been completed, and you'll also now receive a notification on your Pipeline Home page whenever you log in. Get Signed DocuSign docs into Pipeline without lifting a fingerĭocs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed.no upload needed! Once docs are fully executed, they'll automatically arrive in Unassigned Docs where they can be assigned via the same easy workflow you're already used to. Commission & Reporting Module Older Updates→.Visit the blog for update details → RELEASE DATES This article lists the latest Paperless Pipeline updates.
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