The idea is to allow the custom field for DocuGen Sign to be linked to mirror columns that contain information from other boards.
This feature would allow to easily use the information on multiple boards in a single document sent for signature.
The idea is to allow the custom field for DocuGen Sign to be linked to mirror columns that contain information from other boards.
This feature would allow to easily use the information on multiple boards in a single document sent for signature.
Hi Antonio,
thank you for submitting a request.
Please note,
this feature is already available in DocuGen Generate. We support “Connect boards” and “Mirror” columns, and you can easily pull in information from other boards into your desired board, and generate any document that you can then send for signature using DocuGen Sign.
If you’re not sure how to do this, please book a call with my colleague @Phoebe_Etuk and she’ll be able to help you set it up.
Hi Darko,
Thanks for your reply. As far as I know this feature is not yet available. Maybe I was not clear. I will elaborate.
Currently you are able to generate documents that have information of mirror columns. However, the feature that I need is to link the “Custom Fields” in DocuGen Sign to a mirror column. This would allow to obtain information from the Document to be Signed and edit the mirror column on the board using the information that the sign user filled. Currently “Custom Fields” only supports columns that are on the board that are not mirror columns.
Thanks!